Insurance Customer Service Representative

Job Overview

We are looking for a bilingual (English/Spanish) customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk.

Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving comes naturally to customer care specialists.

They are confident at troubleshooting and investigate if they don't have enough information to resolve customer complaints. The target is to ensure excellent service standards, respond efficiently to customer inquiries, and maintain high customer satisfaction.

Salary Range

$18.00 per hour

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Requirements

• Language: Spanish and English/Bilingual (Required)
• Proven customer support experience or experience as a client service representative
• Track record of overachieving quota
• Strong phone contact handling skills and active listening
• Familiarity with CRM systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication and presentation skills
• Ability to multitask, prioritize, and manage time effectively
• High school degree
• License/Certification: 4-40 or 2-20 license? (Preferred)

Responsibilities

• Manage large amounts of incoming calls
• Generate sales leads
• Identify and assess customers' needs to achieve satisfaction
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid, and complete information by using the right methods/tools
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

About Us

Our agency is dedicated to creating an exceptional experience for individuals and families. Our Customer Service Representatives exude a passion for customer service, experience in their field and a proven record of success in prior endeavors.

The position encompasses the delivery of flawless service to our clients, developing ease of doing business practices that result in increased revenue and providing efficient and timely operational support for the organization.