PERSONAL LINES CSR - Bilingual Spanish
Job Description
- HOURS: Monday – Friday: 8 am to 5 am.
- DURATION: Direct Hire
- WORKPLACE: In office.
- PAY: $23 an hour, depending on experience. Commission potential.
- BENEFITS: This client offers stipend to cover medical, dental, and vision expenses, as well as disability and critical illness coverage. They also offer 401(k).
Job duties can include, but are not limited to:
- Establishing customer relationships.
- Following-up with customers, providing prompt, accurate, and friendly customer service.
- Responding to inquiries regarding insurance availability.
- Eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Will be required to cross-sell to current customers as well as sell to potential new customers;
- Need to have experience with preparing and giving quotes and understand Auto, Home and Umbrella Insurance.
- The qualified candidate must have recent personal lines experience, minimum three years, working in a CSR/Sales Role with a Direct Writer Agency.
- The qualified candidate must hold an active CA P&C license.
- Bilingual Spanish!
- Proficient with Microsoft Excel, Word, Outlook and be technically savvy.
- Be organized, detailed and keep area clean and secure.
- Be able to multi task and on-time.
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.