Customer Service Representative - Spanish Speaking

$40,000 - $50,000/Yr

Prime Time Insurance Agency - Freehold Township, NJ

Full-time - Entry Level

Freehold Township, NJ

Insurance Carriers and Related Activities

About the position

The Customer Service Representative position at Prime Time Insurance Agency is focused on providing exceptional service to clients, particularly Spanish-speaking customers. This role involves handling customer inquiries, resolving complaints, and maintaining accurate records of interactions. The representative will work in a supportive, non-corporate environment, emphasizing teamwork and personal growth while contributing to the agency's mission of building lasting client relationships.

Responsibilities

• Support teammates with follow-up for clients and prospects.
• Handle customer calls regarding billing questions, potential client issues, and general underwriting issues.
• Promptly respond to client needs electronically or via phone.
• Maintain records of customer interactions and document appropriately in the customer resource/lead management database.
• Resolve customer complaints and provide appropriate solutions and alternatives within time limits; follow up to ensure resolution.
• Cultivate strong relationships with clients, key vendors, and carriers.
• Respond to correspondences and requests from clients, insurance carriers, sales team, and supervisors in a timely and professional manner.
• Research and present answers to client questions about their policies and coverage.
• Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes.
• Analyze and compare current exposures to develop renewal or new business specifications for marketing.
• Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
• Prepare proposals with the help of the sales team for client presentations.
• Execute accurate invoicing and financing tasks to meet deadlines.
• Process and check policies, endorsements, endorsement requests, and audits for accuracy.
• Manage, submit, and follow-up with claims throughout the claims process.
• Prepare and manage timetables, summaries, and/or schedules for the entire book of business regarding coverage, renewals, deliverables, and marketing strategy.

Requirements

• High school diploma or GED (Preferred)
• 1 year of customer service experience (Preferred)
• Fluency in Spanish (Required)
• Fluency in English (Required)

Nice-to-haves

• Experience in underwriting

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance