Licensed Bilingual Customer Service Representative

The Juris Agency; Rancho Cucamonga (CA); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Time Off (PTO)

Job summary

The Juris Agency in Rancho Cucamonga, CA is seeking a Receptionist / Customer Service Representative for part-time hours with flexible scheduling. The role involves answering multiple phone lines, processing payments, drafting letters, and handling clerical tasks.

There are also opportunities to grow into full-time sales roles with a generous commission structure. Ideal candidates are energetic, proactive, and customer-focused, with bilingual English/Spanish being a plus.

Qualifications

• Strong customer service and communication skills
• Ability to learn insurance processes and terminology
• Willingness to prospect and generate new business leads and referrals
• Excellent writing and spelling ability

Responsibilities

• Answer incoming phone calls on the first ring
• Process customer policy change requests
• Take premium payments from customers
• Develop new Financial Services opportunities
• Document each customer contact in eAgent
• Greet customers entering the office in a friendly, helpful manner
• Ask for referrals and explain referral program
• Cross-sell and upsell financial products
• Verify contact details and update records
• Generate insurance quotes and respond to inquiries
• Maintain client relationships with follow ups
• Follow underwriting, rating and compliance requirements

Skills

Customer service

Sales

Communication

Bilingual

Education

Property & Casualty license

Tools

eAgent

Job description

Job Description

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. A fast paced, growing insurance agency is looking to fill entry level sales positions. The position is part time with flexible hours, scheduling appointments or calling our contacts for new clients needing new insurance quotes or coverage reviews.Full time employment opportunities are also available for sales agents looking to improve their selling techniques and increase commissions. We are seeking energetic and hungry individuals with an entrepreneurial spirit to join our fast pace agency sales department. As an independent insurance professional you will work with a dynamic team of sales agents that share your desire to win. Position pays a competitive base with a generous commission structure that works well for those who are disciplined and follow our proven sales process.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Paid Time Off (PTO)

Responsibilities

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Prospecting and generating new businessthrough leads & referral sources.
• Generating insurance quotes.
• Provideexceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Cold call, direct email, and perform other lead generation activities

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Must be highly self-motivated.
• A terrific presenter and communicator, and a barracuda closer.
• Excellent Spelling and Grammar skills.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess aproperty & casualty insurance license
• Strong communication skills, both oral and written
• Be equipped with great listening and closing skills

Bilingual, fluent in both English and Spanish is beneficial.