Remote Bilingual; Spanish Customer Service Account Representative

Overview

Employer Industry: Insurance Services

• Opportunity to work in a dynamic and growing agency with a mission to serve communities
• Potential for career advancement and growth within the organization
• Flexible remote work arrangement, with required hours of 8:30 AM - 5:00 PM ET, Monday to Friday
• Focus on personal and professional development through ongoing training and coaching
• Collaborative and inclusive workplace culture that values diverse perspectives

• Answer 50+ inbound calls per day, ensuring high-quality customer interactions
• Maintain 100% accuracy in policy servicing, billing, and claims support
• Proactively identify retention risks and escalate issues as needed
• Collaborate with sales team to ensure seamless transitions and minimize customer disruption
• Document and maintain precise records in CRM and internal systems

• At least ONE YEAR of relevant industry experience (preferably in insurance)
• Must possess active Property & Casualty AND Life & Health licenses (preferred to start, required to contribute)
• Strong customer-centric mindset with excellent communication skills
• Ability to manage high-pressure situations with resilience and adaptability
• Demonstrated ownership and accountability in previous roles

• Experience in a customer service role within the insurance industry
• Familiarity with CRM and internal documentation systems
• Proven track record of achieving retention and sales targets
• Skills in process discipline and attention to detail
• Ability to contribute solutions and improvements in team settings

#Insurance Services #Customer Service #Remote Work #Career Growth #Diversity Inclusion

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