Benefits:

• Free uniforms
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• Tuition assistance
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Employee discounts

Bilingual Insurance Customer Service & Sales Associate

English + Chinese (Mandarin or Cantonese)


ROLE OVERVIEW


We are an established State Farm insurance agency serving a long-standing client base.


We are seeking an experienced bilingual (English + Chinese/Mandarin or Cantonese) Insurance Customer Service & Sales Associate to support our existing clients, handle day-to-day insurance service needs, and assist with in-office and inbound sales opportunities.


This is not a cold-calling position. The ideal candidate is someone who is comfortable working directly with clients, understands how to identify customer needs, and can confidently transition a service conversation into an appropriate insurance discussion or sales opportunity.


We are looking for someone with prior customer-facing experience who can communicate professionally, build trust, and take ownership of client needs from initial conversation through follow-up.


This role is ideal for someone who enjoys working with people and is interested in building a long-term career in the insurance industry.


KEY RESPONSIBILITIES


• Provide professional bilingual (Chinese/English) customer service to existing and prospective clients
• Assist clients with policy changes, coverage questions, documentation, billing, and general insurance inquiries
• Handle inbound and in-office insurance opportunities and assist clients with quotes and appropriate product discussions
• Identify additional insurance needs during customer conversations and introduce relevant coverage or products when appropriate
• Build rapport with clients and confidently guide conversations toward solutions and next steps
• Follow up with clients on pending service requests, quotes, and insurance opportunities
• Maintain accurate documentation and update internal systems
• Coordinate with other team members to ensure timely and consistent client service
• Support general office operations and workflow as needed


QUALIFICATIONS


• Fluency in Chinese (Mandarin or Cantonese) and English required
• Prior customer-facing customer service, insurance, financial services, banking, retail sales, or similar experience strongly preferred
• Comfortable discussing products, identifying customer needs, and handling inbound sales opportunities
• Strong interpersonal and communication skills with the confidence to work directly with clients by phone and in person
• Active California insurance license preferred; licensing support may be available for the right candidate
• Detail-oriented, organized, and able to balance customer service, follow-up, and sales-related responsibilities
• Professional, dependable, and interested in a stable, long-term position


COMPENSATION & BENEFITS


• Hourly compensation: $22–$25 per hour
• Paid time off and training provided
• Stable, long-term position with a supportive team environment
• Hybrid / flexible work-from-home options may be available after onboarding and successful training





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