Spanish-English Bilingual Customer Service Representative

• Full-time
• Department Name:
  Customer Service
• Office Type:
  Remote

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED
  , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

As a Customer Service Representative at Trucordia, you will play a vital role in providing exceptional customer service to our commercial lines clients. The Customer Service Representative will be responsible for assisting with the management of and servicing of commercial insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires a comprehensive understanding of commercial lines insurance products, effective communication skills, and the ability to work collaboratively with producers, underwriters, and clients.

Duties and Responsibilities:

• Provide prompt and courteous assistance to customers in person and via phone, email, and other communication channels.
• Process both new business and renewals for customers.
• Sell and quote new business to both personal and commercial lines clients.
• Assist in preparing and processing commercial insurance policies, including issuing certificates of insurance, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.

• Excellent communication, interpersonal skills and high attention to detail.
• 3 years of experience within insurance industry.
• Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
• Self-motivated, goal-oriented, and able to work independently and as part of a team.
• Technical proficiency with Microsoft suites platforms including Excel.

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false…