Licensed Insurance Customer Service Representative

Henry De Guzman Cruz Agency; San Francisco (CA); Presencial; USD 57.308.000 - 85.962.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off (PTO)

Work from Home

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Weekends Off

Descripción de la vacante

Henry G Cruz Insurance Agency in San Francisco is seeking a Licensed Insurance Customer Service Representative to help clients with policy servicing, renewals, and endorsements, while delivering friendly, proactive service.

The role offers remote-friendly options, an hourly pay rate of $20-$30, and potential commission, with bilingual candidates in Spanish or Tagalog preferred to better serve a diverse client base.

Formación

• Active Property and Casualty license required.
• Bilingual in Spanish or Tagalog preferred.
• Strong communication and sales skills with a client-first mindset.
• Detail-oriented and highly organized with the ability to manage multiple tasks.

Responsabilidades

• Provide exceptional customer service, addressing inquiries and resolving policy-related concerns.
• Assist with policy servicing, including renewals, coverage updates, and endorsements.
• Process insurance sales and cross-sell additional products to meet client needs.
• Handle general office work, including documentation, data entry, and client follow-ups.
• Maintain up-to-date knowledge of Allstate products and ensure compliance with industry regulations.

Conocimientos

Communication

Sales skills

Bilingual (Spanish/Tagalog)

Descripción del empleo

Job Description

** Candidate Must Have an Active Property and Casualty License To Be Considered **

Henry G Cruz Insurance Agency has been a trusted captive Allstate agent in San Francisco since 1999. Our bilingual team is dedicated to serving a diverse community, by providing expert insurance solutions. Since the pandemic, we have embraced remote work flexibility, allowing us to continue delivering top-notch customer service while supporting a healthy work-life balance for our employees. As we continue to expand, we are looking for someone passionate about client service, eager to grow, and ready to make a meaningful impact.

We are seeking a motivated Licensed Insurance Customer Service Representative to join our team. This role is ideal for someone who enjoys helping clients with their insurance needs, handling policy servicing, and assisting with general office tasks. Bilingual candidates, particularly those fluent in Spanish or Tagalog, are strongly preferred to better serve our diverse client base. This position offers flexible remote work options, a competitive hourly pay of $20-$30, and opportunities for commission.

If you’re looking for a remote-friendly, client-focused role with great earning potential, we’d love to hear from you.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off
• Weekends Off

Responsibilities

• Provide exceptional customer service, addressing inquiries and resolving policy-related concerns.
• Assist with policy servicing, including renewals, coverage updates, and endorsements.
• Process insurance sales and cross-sell additional products to meet client needs.
• Handle general office work, including documentation, data entry, and client follow-ups.
• Maintain up-to-date knowledge of Allstate products and ensure compliance with industry regulations.

Requirements

• Must have an Active Property and Casualty License to be considered.
• Bilingual in Spanish or Tagalog (preferred but not required).
• Strong communication and sales skills with a client-first mindset.
• Detail-oriented and highly organized with the ability to manage multiple tasks.
• Self-motivated and proactive, with a strong work ethic and a desire to grow.