Bilingual Insurance Customer Service Representative
Location: LAKEWAY, TX
Job Type: fulltime
Company: Rich Watson - State Farm Agency
Salary: $35000.0 - $60000.0 per year
Category: Insurance
Job Description Apply Now
The Bilingual Insurance Customer Service Representative role is a pivotal position within the insurance industry, designed for individuals who are fluent in both Spanish and English and passionate about delivering exceptional customer experiences. As a Bilingual Insurance Customer Service Representative, you will be an essential liaison between the insurance agency and its diverse clientele, assisting customers with a wide range of policy and account inquiries while supporting the agency’s overall sales efforts. This full-time position offers significant opportunities for professional development, especially for those seeking to grow a rewarding career within the insurance sector.
Working as a Bilingual Insurance Customer Service Representative, you will utilize your bilingual communication skills to serve Spanish- and English-speaking customers. The ideal candidate thrives in a team-oriented environment, is motivated by helping others, and demonstrates a keen interest in learning about insurance products and services. The agency provides comprehensive training and support, making this an excellent opportunity for individuals who may not have prior insurance experience but are eager to learn and advance professionally.
In this dynamic role, you will interact with customers through various channels, including phone, email, and in-person communications. Your responsibilities will center on delivering accurate information, resolving policy or billing inquiries, and supporting clients through policy updates and claims processes. Additionally, you will have the opportunity to identify customer needs and make informed recommendations on insurance products that best suit their unique situations, playing a direct role in contributing to the agency’s success and growth.
As a Bilingual Insurance Customer Service Representative, you will be responsible for maintaining detailed and accurate documentation of client interactions, ensuring compliance with agency protocols and workflows. You will also play an active part in scheduling appointments, supporting new business opportunities, and building lasting customer relationships through proactive follow-ups. This position not only strengthens your customer service and sales skills but also provides a solid foundation for career advancement within the insurance field.
The agency values individuals who are self-motivated, adaptable, and possess strong organizational skills. Familiarity with customer-facing or sales roles is beneficial, but not required, as ongoing training and licensing support are provided. The ability to obtain Property & Casualty and Life & Health insurance licenses is essential for this role, ensuring you are well-equipped to guide clients confidently and accurately.
Joining the team as a Bilingual Insurance Customer Service Representative means gaining access to a supportive work environment, competitive base pay with commission and bonus potential, paid time off, and opportunities for continued professional growth. If you are enthusiastic about leveraging your bilingual skills in a customer-focused setting and aspire to build a long-term career in insurance, this is the ideal role for you. Apply today to embark on a fulfilling professional journey and make a meaningful impact in the lives of customers every day.
Bilingual Insurance Customer Service Representative - Summary- Serve as the primary point of contact for Spanish- and English-speaking insurance customers.
- Support customers with policy changes, billing inquiries, claims assistance, and product education.
- Contribute to agency growth through excellent service and proactive engagement.
- Provide responsive, accurate customer service via phone, email, and in-person interactions.
- Assist clients with policy updates, coverage questions, billing support, and claims processes.
- Build and maintain long-term relationships through regular follow-ups and outreach.
- Identify and assess customer needs, recommending appropriate insurance solutions.
- Schedule appointments and support new business initiatives within the agency.
- Maintain accurate client records in accordance with agency guidelines.
- Competitive base pay with commission and bonus opportunities.
- PTO (vacation and personal/sick days) offered to support work-life balance.
- Paid training and assistance with obtaining insurance licensing.
- Opportunities for career growth and advancement within the agency.
- Valuable experience in insurance and customer service sectors.
- Fluency in Spanish and English (bilingual required).
- Strong verbal and written communication skills.
- Ability to multitask efficiently in a fast-paced environment.
- Customer-focused with experience in sales or service roles preferred.
- Self-driven with a professional and positive demeanor.
- Ability to obtain Property & Casualty and Life & Health insurance licenses (training provided).
- Passionate about helping people and delivering excellent customer service.
- Comfortable communicating in both Spanish and English daily.
- Detail-oriented, organized, and proactive in approach to problem-solving.
- Motivated to learn, grow, and build a long-term career in insurance.
- Collaborative team player who values integrity and professionalism.
- This position is with a State Farm independent contractor agent. Employees of State Farm agents are not employees of State Farm Insurance Companies.
- Working in Lakeway, TX offers a friendly community atmosphere and excellent quality of life for those seeking a supportive professional environment.
- Applicants are encouraged to apply by clicking the job application button to take the next step in their insurance career.