Licensed Bilingual Insurance Customer Service Representative

Zane Shepherd Financial Srvcs Inc; Texas; On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive Pay

401(k)

Health insurance

Paid time off

Job summary

Zane Shepherd Financial Srvcs Inc in Texas seeks a licensed customer service specialist to uphold the highest standards of care for clients. You will answer inquiries, process payments and policy changes, and perform policy reviews while uncovering additional client needs.

The role emphasizes cross-selling insurance and financial products and excels in building lasting relationships with customers. A Texas General Lines Property & Casualty license is required.

Qualifications

• Must have Texas General Lines Property & Casualty license.
• 1+ years insurance customer service experience preferred.
• Proficiency to multi-task, follow-through and follow-up.
• Strong written and oral communication skills.
• Bilingual, fluent in English and Spanish is beneficial.

Responsibilities

• Perform daily policy service transactions.
• Immediately answer all customer calls, emails and texts in a friendly and helpful manner.
• Treat each customer contact as a cross and up-sell opportunity with other insurance and financial products.
• Be outstanding at relationship building.

Skills

Customer service

Communication

Bilingual English/Spanish

Job description

Job Description

Job Description

Benefits

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

This is a licensed position.

Must have Texas General Lines Property & Casualty license.

Our Customer Service professionals are responsible for delivering the highest standards of quality and care to our customers ensuring complete satisfaction with every interaction.

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

So if you’re eager to assist customers, find a solution that works best for each situation and be that helpful voice on the other end of the line – then this job is for you!

Job Requirements

• Must have Texas General Lines Property & Casualty Insurance license.
• 1+ years insurance customer service experience preferred.
• Proficiency to multi-task, follow-through and follow-up.
• Follow through and exceed current and prospective client expectations.
• Strong communication skills, both oral and written
• Bilingual, fluent in both English and Spanish is beneficial.
• Allstate experience and binding authority is beneficial.

Job Responsibilities

• Perform daily policy service transactions.
• Immediately answer all customer calls, emails and texts in a friendly and helpful manner.
• Treat each customer contact as a cross and up-sell opportunity with other insurance and financial products.
• Be outstanding at relationship building.