Bilingual Insurance Sales & Customer Service Representative

About this kind of role

What a Bilingual Insurance Sales & Customer Service Representative usually does. The employer's own details are in the listing.

Typically does: Handles inbound and outbound calls to assist customers with insurance inquiries, policy changes, and billing questions. Explains insurance products and coverage options to potential clients, often following scripts and sales techniques. Processes applications, renewals, and endorsements, ensuring accuracy and compliance with regulations. Provides excellent customer service while promoting insurance products and achieving sales goals.

Tools and skills: Proficiency in Microsoft Office Suite, CRM software, and insurance quoting systems is common, alongside strong communication, active listening, and sales skills in both English and another language.

Good fit for: Individuals who are detail-oriented, possess excellent interpersonal skills, and thrive in a fast-paced, customer-focused environment are often successful in this role.