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Bilingual Insurance Customer Service Representative (P&C License, Spanish-English)
Location: DALLAS, TX
Job Type: fulltime
Company: Jim Franco - State Farm Agency
Salary: $42000.0 - $70000.0 per year
Category: Insurance
The Bilingual Insurance Customer Service Representative (P&C License, Spanish-English) role is a critical position within a reputable insurance agency's team. This full-time opportunity is designed for a licensed professional who is fluent in both Spanish and English, with a focus on delivering outstanding customer service and supporting the agency’s ongoing growth. As a Licensed Insurance Customer Service Representative, you will play a key part in educating clients, resolving their inquiries, and ensuring an exceptional customer experience through every interaction. The agency is seeking candidates who are proactive, detail-oriented, and committed to providing value-based assistance to clients.
This position requires an active Property & Casualty license and strongly encourages applicants with a Life and Health license. Fluency in Spanish and English is essential, as you will communicate with a diverse client base, providing clear information and support regarding their insurance policies. You will work collaboratively within a team environment, supporting the agency’s mission of delivering reliable and customer-focused insurance solutions. Candidates who are organized, self-motivated, and enthusiastic about career growth are encouraged to apply for this rewarding position.
The Bilingual Insurance Customer Service Representative (P&C License, Spanish-English) will be responsible for building and maintaining strong client relationships, responding to inquiries about insurance products, and assisting with policy changes, claims, and billing questions. You will utilize your communication skills to guide clients through insurance options and ensure their needs are met efficiently and professionally. This role offers valuable experience, growth potential, and the opportunity to advance within the agency, making it ideal for individuals seeking a dynamic and impactful career in the insurance industry.
Bilingual Insurance Customer Service Representative (P&C License, Spanish-English) - Summary
- Licensed professional responsible for delivering high-quality customer service in both English and Spanish.
- Supports agency growth by assisting clients with insurance needs and policy management.
- Acts as a knowledgeable resource for clients regarding insurance products and services.
- Emphasizes a value-based, customer-centric approach in every interaction.
Duties & Responsibilities
- Establish and maintain lasting customer relationships through regular follow-up and support.
- Provide prompt, accurate, and friendly assistance to clients regarding insurance availability, eligibility, coverage options, policy changes, transfers, claim submissions, and billing clarifications.
- Utilize a needs-based process to educate customers about appropriate insurance options.
- Work collaboratively with team members to ensure consistent and exceptional client service.
- Demonstrate a strong work ethic and commitment to achieving daily success and client satisfaction.
- Prepare and deliver timely activity reports to agency leadership as required.
- Remain current on industry developments, product changes, and compliance requirements through ongoing education.
Salary & Benefits
- Competitive base salary with bonus and commission opportunities.
- PTO package, including vacation and personal/sick days.
- Hands-on experience in a dynamic insurance environment.
- Clear pathways for professional development and advancement within the agency.
Qualifications & Requirements
- Active Property & Casualty (P&C) insurance license is required for this role.
- Life and Health insurance license is preferred.
- Bilingual: Fluent in both Spanish and English (verbal and written communication).
- Strong interpersonal, organizational, and problem-solving skills.
- Proficiency in computer functions and adaptability to new software platforms.
- Ability to multi-task, prioritize assignments, and work effectively within a team.
- Attention to detail and a commitment to accuracy and timeliness in all tasks.
Ideal Candidate Snapshot
- Energetic, self-motivated, and dedicated to delivering excellent customer service.
- Organized, detail-oriented, and proactive in identifying and resolving client issues.
- Excellent listener and communicator, comfortable engaging with clients in both Spanish and English.
- Driven to succeed, with a passion for learning and continuous improvement in insurance knowledge.
Other Relevant Information
- This opportunity is with an independent contractor agent, not the parent insurance company.
- Employees must successfully complete all required licensing and training programs as a condition of employment.
- The employer values diversity and is committed to an inclusive, equitable workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
If you are passionate about customer service and possess the necessary insurance licenses and bilingual skills, we encourage you to apply for the Bilingual Insurance Customer Service Representative (P&C License, Spanish-English) position today. Click the application button to take the next step in your insurance career!