Bilingual Insurance Customer Service Representative (English/Spanish)
Ready to elevate your insurance career with a team that values your expertise? At Ben Goode's State Farm Agency, we believe exceptional service is the foundation of our success. We are looking for a licensed, bilingual professional who is passionate about helping people protect what matters most. In this role, you will be the face of our agency—balancing client care with a strategic eye for identifying coverage gaps and introducing our robust financial services portfolio.
Your Impact (Responsibilities):
Elevate Client Care: Deliver empathetic, top-tier service by resolving policy inquiries and caring for customer needs.
Protect the Big Picture: Uncover hidden risks during routine client interactions and smoothly pivot to recommend additional insurance or financial solutions.
Maximize Retention: Lead proactive account reviews to ensure our current policyholders are fully protected and satisfied.
Own the Workflow: Securely manage customer data within our CRM and record client interactions accurately to ensure seamless account management. Collaborate with a high-performing team to keep office operations seamless.
What You Bring to the Team (Qualifications)
Credentials: An active Property & Casualty (P&C) License is required to start. You must also be driven to obtain your Life & Health License within your first 90 days.
Bilingual Fluency: Complete professional fluency in both English and Spanish (written and verbal).
Client-First Mindset: Superb interpersonal skills, a polished phone demeanor, and a natural ability to connect with people.
Analytical Thinking: A proactive problem-solver who can naturally identify a client's needs and introduce matching insurance lines.
Strong Foundation: Highly organized with great attention to detail; prior experience in insurance, finance, or corporate client support is highly preferred.
Benefits & Growth
Competitive hourly wage paired with rewarding performance-based bonuses.
Multi-state licensing support to expand your footprint across California, Arizona, Nevada, and Oregon.
Paid time off and health benefits to support your well-being.
Clear paths for career advancement and long-term professional growth right within our office.
Full licensing reimbursement for your career investment after three months on the team
Numbers & Facts
Location
Murrieta, CA
Job Type
Full-time
Skills
Analysis Skillsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Managementunmatched
Detail Orientedunmatched
English Languageunmatched
Financeunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Licensingunmatched
Multilingualunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Record Keepingunmatched
Reimbursementunmatched
Sales Managementunmatched
Spanish Languageunmatched
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