Customer Service & Sales Representative (Bilingual preferred)

Cambias Insurance Agency; Metairie (LA); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Professional Development

Professional Work Environment

Team Building Activities

Equipment Provided

Paid Sick Leave

Personal Workspace

Monday - Friday (9am - 5:30pm) Work S

Licensing Assistance Available

Health Insurance

Life Insurance

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Disability Insurance

Job summary

Cambias Insurance Agency in the New Orleans metro area seeks a Customer Service & Sales Representative (bilingual preferred) to join our team. This full-time role focuses on delivering exceptional client service, upselling policies, and ensuring accurate documentation.

Competitive salary with commission opportunities is offered, plus comprehensive benefits and a supportive, family-oriented culture. Ideal candidates will be fluent in Spanish and English, proficient with MS Office, and

Qualifications

• Fluency in Spanish is strongly preferred; English proficiency required.
• Proficient with MS Office (Word/Excel) and basic computer skills.
• Meticulous attention to detail and able to manage client documentation.

Responsibilities

• Cultivate and maintain strong client relationships.
• Identify opportunities to upsell additional insurance products.
• Prepare and issue insurance documents promptly and accurately.
• Assist onboarding clients to set expectations and demonstrate services.
• Ensure policy changes are processed accurately and compliantly.
• Schedule client appointments and manage calendars efficiently.

Skills

Spanish fluency

English proficiency

Microsoft Word

Microsoft Excel

Attention to detail

Communication skills

Team player

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

Join Cambias Insurance Agency, led by a Sales Leader with 10 years of experience with Allstate and a total of 20 years in the insurance industry. Located in the Metro New Orleans area, we're committed to advancing and growing our agency while maintaining a family-oriented atmosphere. With a current staff of 10 and plans for expansion, we value community involvement and are seeking individuals who align with our culture and goals.

We're seeking a Customer Service & Sales Representative (Bilingual preferred) to join our team. This full-time position offers a competitive salary based on experience, ranging from $25,000 to $40,000 per year, with opportunities for commission. As an integral part of our agency, you'll provide exceptional service to our diverse client base and contribute to our growth and success.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Hands on Training
• Evenings Off
• Weekends Off
• Holidays Off
• Paid Holidays
• 401k Plan
• Professional Development
• Professional Work Environment
• Team Building Activities
• Equipment Provided
• Paid Sick Leave
• Personal Workspace
• Monday - Friday (9am - 5:30pm) Work Schedule
• Licensing Assistance Available
• Health Insurance
• Life Insurance
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities
• Disability Insurance

Responsibilities

• Cultivates and maintains strong relationships with clients.
• Identify opportunities to upsell additional products to existing clients.
• Prepare and issue insurance documents promptly and accurately.
• Assist with onboarding clients to have good expectations and know how to use our services.
• Ensure policy changes are processed accurately and in compliance with regulations.
• Coordinate client appointments and manage calendars effectively.

Requirements

• Fluency in Spanish strongly preferred, along with proficiency in English to be considered.
• Proficient in Microsoft Office Suite, including Word, Excel.
• Meticulous attention to detail in all tasks and responsibilities.
• Collaborative and supportive team member who fosters a positive work environment.
• Clear and effective communication skills, both written and verbal.
• Demonstrates professionalism and respect in all interactions within the office environment.