BILINGUAL Customer Service Representative

The Customer Service Representative is primarily responsible for the customer service of Engage Insurance Group. This includes providing outstanding customer service with a professional demeanor, both in person and on the phone. The Customer Service Representative needs to be motivated, organized, have strong people skills and the ability to thrive in a fast-paced multitasking environment.

JOB DESCRIPTION:

  • Service appropriate insurance policies, acting in the best interest of the client's needs. Aggressively and continuously seek out leads and new clients.

  • Advise individuals, businesses, and families in selecting the most appropriate policies for property and casualty coverage to meet their needs.

  • Maintain strong working knowledge of carrier policy types, underwriting requirements and application processes.

  • Advise clients on how to minimize risk.

  • Maintain reports and records of insurance policies and change requests per Company guidelines.
    Process new applications and requests for changes to existing policies. Maintain regular and ongoing contact with clients.

KEY DUTIES AND RESPONSIBILITIES:

  • Provide excellent customer service that will meet or exceed expectations

  • Assist customers with completion and processing of applications

  • Use telephones and/or email to reach out to customers

  • Utilize computer and problem solving skills '

  • Keep abreast of trends in the property and casualty industry, including various state laws and legislative issues

  • Follow-up sales activity

  • Have the ability to pass a criminal background check.

  • Have the ability to pass pre-employment drug screening.

  • Perform other duties, as requested.

 KNOWLEDGE AND SKILLS REQUIRED:

  • Proficient in English and Spanish.

  • Fully support the vision and mission of the company

  • Must have a passion & energy to succeed

  • Must be self-motivated

  • Ability to multi-task; be detail-oriented and organized

  • Good people skills; both with team members and with customers

  • Clear understanding of property and casualty products and services

  • High achiever attitude - no fear mentality in making cold calls and closing deals

  • Must possess excellent verbal/written communication, analytical, and problem solving skills.

  • Excellent ability to present complex information in a clear and concise manner Must be dependable and be available to work flexible hours to serve the needs of clients

  • Exceptional work ethic, uses time productively, maximizing efficiency and meeting challenging work goals

  • Must demonstrate a professional, confident demeanor and interact with clients, company staff, and superiors in a positive manner

  • MUST be licensed in Property and Casualty.