Bilingual Insurance CSR

Benefits:

• Flexible schedule
• Opportunity for advancement
• Training & development

JOB SUMMARY:
The Bilingual Insurance CSR / Administrative Assistant will be responsible for data entry and customer service. They will assist producers with prospecting, marketing, and quoting (Commercial/Personal Lines/Life and Benefits Accounts).

PRIMARY RESPONSIBILITIES AND DUTIES:

• Customer Services include answering phones and greeting customers.
• Process and review insurance documentation and ensure all documents are complete.
• Take payments from customers and process them.
• Maintain office supply inventory.
• Serve as a back-up for other jobs as necessary.
• File and maintain customer insurance files. This information is personal and confidential.
• Identifies and develops insurance prospects and appropriate markets.
• Creates and maintains client or prospect lists.
• Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business
• Completes and submits applications and related documentation to appropriate insurance markets.
• Prepares, requests, and sends binders to insureds.
• Educates clients concerning agency payment expectations and cancellation procedures.
• Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
• Travel may be required

Retention and Continuous Marketing:

• Explains coverages and exclusions and documents explanations in CRM for future reference.
• Works with clients to ensure limit and coverage adequacy.
• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully.
• Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.
• Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
• Review appropriate policy change requests and other account activity.
• Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered.
• Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
• Contacts insureds to assist in collection of past due premiums or audit amounts.
• Retains assigned percentage of accounts at each renewal.
• Continues to develop relationships with the insured.
• Accepts and handles any duties/prospects as assigned by agency management.

Personal and Organizational Development:

• Identifies training needs with assistance from managers.
• Develops a personal improvement plan, and take responsibility for learning and improving skills regularly.
• Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.

KNOWLEDGE, SKILLS, AND ABILITIES

• Must be bilingual in English and Spanish with strong verbal and written communication skills in both languages
• Must have an active Property & Casualty license
• Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.
• Ability to understand written and oral communication and to interpret abstract information.
• Ability to obtain licensing (Property and Casualty License).
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Ability to carry out complex tasks with concrete and abstract variables.
• Ability to utilize computer programs and understand functionality.

Benefits:

• 401k with match
• Health benefits
• Flexible hours
• Salaried pay
• Growth opportunities

Join our team and contribute to our success in providing top-notch insurance services!