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Obregon agency

CSR Bilingual (Spanish) (copy)

Career Insights for Insurance Sales Agent (General)

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What they do

An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.

$55,944 / year median in the U.S.

-6% projected decline

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Job Description

Job Overview Join our team as a Bilingual Customer Service Representative! We are looking for a motivated, fluent English and Spanish-speaking professional to join our Saint Peter agency. In this role, you will be the face of our customer experience, helping clients navigate their insurance needs with ease and clarity. You'll do more than just answer phones; you'll be a problem-solver who resolves policy contingencies, identifies opportunities to protect our clients through cross-selling, and builds lasting relationships within our community. If you are a detail-oriented communicator who thrives in a fast-paced environment, we want to hear from you!
Salary Range:
$25,000.00 - $45,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Flexible Schedule Mon-Fri Schedule Life Insurance Work from Home Health Insurance Career Growth Opportunities Hands on Training Paid Time Off (PTO)
Requirements Bilingual Proficiency:
Must be fully fluent in both English and Spanish (written and verbal).
Technical Skills:
Strong computer literacy, including experience with Microsoft Office and the ability to learn new software quickly.
Organizational Skills:
Exceptional time management and the ability to multitask in a fast-paced environment.
Communication:
Excellent interpersonal skills with a \"customer-first\" mentality.
Licensing:
Ability to obtain or currently hold a Property & Casualty insurance license.
Responsibilities Customer Support:
Handle incoming calls and emails, providing accurate policy information and resolving customer inquiries in both English and Spanish.
Policy Management:
Assist clients with policy changes, renewals, and contingency resolutions to ensure seamless coverage.
Sales Support:
Identify opportunities to cross-sell or up-sell products based on individual client needs.
Documentation:
Maintain detailed and accurate records of all customer interactions and transactions in the agency management system.
Relationship Building:
Develop and maintain strong relationships with clients to enhance retention and satisfaction. About Us Obregon Agency is a dynamic and professional force in the insurance industry. We're energetically committed to protecting futures and empowering our team to thrive. Join us to make a significant impact in a collaborative, fast-paced environment where expertise meets passion.