Bilingual Multiline Customer Service Representative 

• You’re the person people call when they need help — calm, dependable, and ready to find solutions.
  
  
• You genuinely enjoy taking care of customers and building long-term relationships.
  
  
• You’re a natural relationship-builder who earns trust and makes people feel comfortable.
  
  
• You listen first, then guide — understanding what customers need and helping them explore the right options.
  
  
• You recognize opportunities. While assisting existing customers, you naturally look for ways we may be able to better protect them.
  
  
• You’re motivated by goals and earning potential. You enjoy being rewarded for helping customers and growing the business.
  
  
• You’re comfortable balancing service and sales — providing an excellent customer experience while having meaningful conversations about additional products and coverage.
  
  

• Provide friendly, professional service to existing customers by phone, text, email, and in person.
  
  
• Assist customers with policy questions, coverage needs, account updates, billing questions, documentation, and other service requests.
  
  
• Build strong relationships with customers and create a positive, consistent experience.
  
  
• Review customer accounts and identify opportunities for additional products, coverage, and multiline relationships.
  
  
• Have needs-based conversations with customers to uncover gaps and recommend available options.
  
  
• Follow up with customers on quotes, coverage recommendations, policy changes, and outstanding needs.
  
  
• Generate sales from opportunities that arise through everyday customer service interactions.
  
  
• Help with retention efforts and strengthen relationships with our existing book of business.
  
  
• Maintain accurate customer records and complete required documentation and follow-up.
  
  
• Work collaboratively with the team to achieve customer service, retention, and sales goals.
  
  
• Participate in office and community marketing efforts when needed.
  
  

• Strong customer service and relationship-building skills.
  
  
• Comfortable having both service and sales conversations with customers.
  
  
• Motivated by goals, performance, and commission opportunities.
  
  
• Effective written and verbal communication skills.
  
  
• Strong organizational skills and attention to detail.
  
  
• Ability to recognize customer needs and confidently recommend appropriate options.
  
  
• Comfortable working in a fast-paced, team-oriented environment.
  
  
• Previous customer service, sales, business support, or insurance experience is preferred.
  
  
• Must possess or be willing and able to obtain the required state insurance licenses.