Bilingual Customer Service Representative

Job Description

The Megan Toole Agency is GROWING!

The Megan Toole Agency is a full-service multi-line insurance agency where we sell Auto, Home, Umbrella, Commercial, Specialty, and Life Insurance. We are looking for a bilingual customer service representative to join our team!

General Lines Property and Casualty and Life and Health licenses are preferred.

Salary: $40000.00 - $50000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities
• Handle all incoming calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales staff to meet prospective customers.
• Onboarding support

Requirements
• General Lines Life and Health license preferred.
• General Lines Property and Casualty license preferred.
• If you are not licensed, we can help you obtain!
• Bilingual is preferred.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Excellent Spelling and Grammar skills.
• Problem-Solving Capabilities.