Spanish Bilingual Customer Service & Retention Representative | ZR_28667_JOB

This is a remote position.

Role Name: Spanish Bilingual Customer Service & Retention Representative

Schedule: 40h per week - Mon-Fri 9am-6pm

Client Timezone: PDT

Join a thriving insurance agency that’s experiencing rapid growth and expansion. This established company works with major insurance providers, specializing in home, auto, and commercial insurance solutions . We are committed to delivering exceptional customer service while building long-term client relationships. The agency values innovation, professional development, and creating opportunities for our team members to grow alongside the business. You’ll be part of a dynamic team that’s making a real difference in helping clients protect what matters most to them.

Step into an exciting dual-role position where you’ll be the vital link between the agency and its valued clients. This dynamic opportunity combines customer service excellence with sales growth, allowing you to manage and expand client portfolios across personal (home & auto) and commercial lines . You’ll spend half your time ensuring clients stay current with their policies and the other half identifying opportunities to bundle coverage or introduce new policies. This role offers incredible variety and the satisfaction of both solving problems and building lasting relationships that drive business success.

• Conduct professional outbound service calls to assist customers with payment processing, document completion, and policy renewal requirements for their home, auto, and commercial policies.
• Make strategic cross-selling calls to existing clients to help them consolidate their insurance needs, particularly by bundling home, auto, and commercial coverage with the agency.
• Provide backup phone coverage during peak times, ensuring no client call goes unanswered.
• Process customer payments and handle important documentation for personal and commercial lines with accuracy and care.
• Gather and organize information to support the sales team’s efforts in quoting new home, auto, or commercial policies.
• Seamlessly multitask between service and sales activities throughout your shift.
• Anticipate customer needs and provide proactive solutions, such as identifying coverage gaps in their current home, auto, or commercial insurance.

Requirements

• Proven experience in the insurance industry with a strong background in personal lines (home, auto) and/or commercial insurance is required.
• Must be fluent in both Spanish and English (bilingual proficiency required).
• At least 32 GB of RAM or more.
• Demonstrate a strong sense of urgency and ability to work efficiently in a fast-paced environment.
• Possess resilience and thick skin to handle rejection professionally.
• Exhibit excellent work ethic and maintain a professional demeanor at all times.
• Bring an energetic and positive attitude to every interaction.
• Excel at multitasking and managing multiple priorities simultaneously.
• Show ability to anticipate customer needs and provide exceptional service.

• HMO Coverage for eligible locations
• Permanent work from home
• Immediate hiring