Licensed Bilingual Insurance Customer Service Representative

Zane Shepherd Financial Srvcs Inc; Murphy (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Health insurance

Paid time off

Job summary

A financial services company in Murphy, Texas, is seeking a Customer Service professional to deliver high-quality service and ensure customer satisfaction. The ideal candidate must hold a Texas General Lines Property & Casualty Insurance license and have 1+ years of insurance customer service experience. Responsibilities include answering customer inquiries, processing transactions, and building strong customer relationships. This position offers benefits such as a 401(k), competitive salary, and health insurance.

Qualifications

• 1+ years of customer service experience in insurance preferred.
• Ability to effectively communicate with clients.
• Experience with policy service transactions.

Responsibilities

• Answer customer questions, process payments and policy changes.
• Perform policy reviews and identify customer needs.
• Cross-sell and up-sell insurance and financial products.

Skills

Excellent communication skills

Multi-tasking

Customer relationship management

Bilingual in English and Spanish

Education

Texas General Lines Property & Casualty Insurance license

Job description

Benefits:

• 401(k)
• Competitive salary
• Health insurance
• Paid time off

This is a licensed position requiring a Texas General Lines Property & Casualty license.

Our Customer Service professionals are responsible for delivering high-quality service to ensure customer satisfaction with every interaction.

Responsibilities include answering customer questions, processing payments and policy changes, performing policy reviews, and identifying additional customer needs.

If you are eager to assist customers, find solutions tailored to each situation, and be a helpful voice on the line, then this job is for you!

Job Requirements:

• Must have Texas General Lines Property & Casualty Insurance license.
• 1+ years of insurance customer service experience preferred.
• Ability to multi-task, follow through, and follow-up.
• Exceed client expectations through excellent communication skills, both oral and written.
• Bilingual in English and Spanish is beneficial.
• Experience with Allstate and binding authority is advantageous.

Job Responsibilities:

• Perform daily policy service transactions.
• Promptly answer customer calls, emails, and texts in a friendly manner.
• Use each contact as an opportunity to cross-sell and up-sell insurance and financial products.
• Build and maintain strong customer relationships.