InsureOne Insurance · 1 day ago
Bilingual Sales Customer Service Representative (4-40 License is required) (Required to be fluent in Spanish)
InsureOne Insurance is part of Confie, one of the largest privately owned insurance agencies in the United States. They are seeking a Bilingual Sales Customer Service Representative to manage an existing book of business while providing exceptional customer service and generating sales opportunities.
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Responsibilities
Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
Generate and sell cross-sell, referral, and up-sell opportunities
Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc
Completes all required applications and documentation according to carrier and company guidelines
Meet personal/team qualitative and quantitative service and sales targets as assigned
Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs
Maintain a professional demeanor in all interactions with both internal and external customers
Qualification
Required
An active 4-40 Resident Customer Representative license is required for consideration
Fluency in Spanish is required
High school or equivalent
Effective and precise telephone etiquette
1+ years of customer service experience
Excellent attention to detail and organizational skills
Ability to work well independently and on a team
Precise verbal and written communication skills
Ability to work in a fast-paced environment
Ability to deliver a tailored, white-glove experience to all clients
Preferred
Bachelor's Degree or 1+ year(s) of relevant sales experience
Benefits
Competitive compensation structure
Continuous on-going training and mentorship
Growth-oriented culture with internal promotion opportunities
Comprehensive Benefits package including medical, dental, vision, and life insurance
Comprehensive 401K plan with competitive employer match
Paid time off including holidays, vacation, and personal time
Annual incentive trip for top performers
Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.
Company
InsureOne Insurance
Whether you need auto, home, commercial, or life insurance, our agents are standing by to help craft policies that are just right for you.
Funding
Current Stage
Late StageCompany data provided by crunchbase