Customer Service & Sales Representative (Bilingual preferred

Job Description

Customer Service & Sales Representative (Bilingual preferred)

Full‑time position located in the Metro New Orleans area. Salary ranges from $25,000 to $40,000 per year, with commission opportunities. Provide exceptional service to a diverse client base and help drive agency growth.

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Hands on Training
• Evenings Off
• Weekends Off
• Holidays Off
• Paid Holidays
• 401k Plan
• Professional Development
• Professional Work Environment
• Team Building Activities
• Equipment Provided
• Paid Sick Leave
• Personal Workspace
• Monday - Friday (9am - 5:30pm) Work Schedule
• Licensing Assistance Available
• Health Insurance
• Life Insurance
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities
• Disability Insurance

• Cultivates and maintains strong relationships with clients.
• Identify opportunities to upsell additional products to existing clients.
• Prepare and issue insurance documents promptly and accurately.
• Assist with onboarding clients to set expectations and explain service use.
• Ensure policy changes are processed accurately and in compliance with regulations.
• Coordinate client appointments and manage calendars effectively.

• Fluency in Spanish is strongly preferred, along with proficiency in English.
• Proficient in Microsoft Office Suite, including Word and Excel.
• Meticulous attention to detail in all tasks and responsibilities.
• Collaborative and supportive team member who fosters a positive work environment.
• Clear and effective communication skills, both written and verbal.
• Demonstrates professionalism and respect in all interactions within the office environment.