Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C)
Location: SANTA CLARA, CA
Job Type: fulltime
Company: Ruth Barron - State Farm Agency
Salary: $50000.0 - $70000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C)
Are you looking for a rewarding opportunity to use your insurance expertise and bilingual communication skills to make a positive impact on customers’ lives? Join a leading insurance agency team as a Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C). This full-time position offers a dynamic and supportive workplace where your commitment to customer service, sales growth, and teamwork is highly valued.
As a Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C), you will be responsible for providing outstanding service to clients, assisting with insurance policy inquiries, and supporting the agency’s growth through exceptional relationship management. This role is ideal for individuals who thrive in a fast-paced environment, are detail-oriented, and have a passion for helping others navigate their insurance needs.
The agency is committed to delivering remarkable customer experiences and building long-term relationships with clients. By leveraging your active Property and Casualty license and your ability to communicate fluently in both English and Spanish, you will help ensure that customers receive timely, accurate, and friendly assistance for all their insurance-related questions and transactions.
In this position, you’ll engage with clients through value-based conversations, identify insurance options that best meet their unique needs, and support the agency’s mission to provide comprehensive coverage solutions. The role encourages ongoing professional development and offers opportunities for career advancement within the agency.
Working as a Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C) provides you with the chance to gain valuable industry experience while enjoying competitive compensation, benefits, and a collaborative team culture. If you are self-motivated, organized, and dedicated to delivering exceptional customer service, we encourage you to apply today by clicking the job application button.
Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C) - Summary- Full-time customer service and sales role within a respected insurance agency
- Focus on relationship-building with new and existing clients
- Utilize bilingual (English/Spanish) skills to serve a diverse client base
- Leverage active Property & Casualty license for insurance product support
- Establish and maintain strong customer relationships through proactive communication and follow-up
- Identify and develop new service opportunities with both existing and prospective clients
- Respond promptly and accurately to insurance inquiries, including policy changes, coverages, claims, and billing matters
- Educate clients about insurance options using a customer-focused, needs-based approach
- Prepare insurance quotes, deliver sales presentations, and close sales
- Cultivate ongoing networking relationships to drive agency growth
- Maintain a strong work ethic and commitment to daily success
- Provide timely and thorough activity reports to the agent
- Stay current on product changes, licensing requirements, and technical developments
- Hourly pay plus commissions on sales
- PTO, including vacation and personal/sick days
- Medical insurance stipend
- Retirement plan eligibility after six months
- Valuable insurance industry experience
- Clear growth potential and opportunities for advancement within the agency
- Active Property & Casualty license required (or must be obtained prior to start date)
- Life and Health license required (or must be obtained prior to start date)
- Bilingual proficiency in English and Spanish highly preferred
- Strong interpersonal, written, verbal, and listening skills
- People-oriented with strong organizational abilities
- Self-motivated and proactive in problem-solving
- Ability to learn and utilize computer functions efficiently
- High attention to detail and dedication to accuracy
- Ability to work effectively in a team environment and multitask as needed
- Demonstrates professionalism and integrity in all interactions
- Thrives in a collaborative and customer-focused environment
- Exhibits a commitment to continuous learning and professional development
- Enjoys helping others and building meaningful relationships
- Driven to achieve personal and team goals
- This position is with an independent contractor agent affiliated with a leading insurance brand
- Employees must meet all applicable licensing and training program requirements
- Employment is with the independent agency, not the parent insurance company
- Equal opportunity employer
If you are ready to take the next step in your insurance career as a Licensed Insurance Customer Service Representative – Bilingual (Spanish, P&C), click the job application button to apply and join a team dedicated to exceptional customer service and professional growth.