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Customer Service and Retention Specialist Insurance Bilingual
Customer Service and Retention Specialist Insurance BilingualAbelardo Ramirez Agency • McAllen, TX, US
Customer Service and Retention Specialist Insurance Bilingual

Customer Service and Retention Specialist Insurance Bilingual

Abelardo Ramirez Agency • McAllen, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
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Job Description

Job Description

Join the largest Allstate Agency in the Rio Grande Valley!

Now Hiring : Bilingual Insurance Service and Retention Specialist in the McAllen, Edinburg, Pharr, Brownsville Area.

Are you ready to be part of something big? At Abelardo Ramirez-Meda Allstate Agencies, we are not just another insurance office; were one of the largest and highest-performing agencies in the RGV and were looking to keep growing. We're hiring Bilingual Insurance Customer Service and Retention specialist who are problem solvers, customer oriented and high achievers, ready to offer the best customer experience to our clients.

  • LIVING OUTSIDE THE RIO GRANDE VALLEY AREA QUALIFIES YOU TO WORK REMOTE FOR OUR COMPANY

Within our four locations (South McAllen, North McAllen, Brownsville, and Rio Grande City), we are an extremely competitive, fun, and fast-paced team.

We believe in the power of caring.

If you're passionate about making a positive impact on people's lives and possess strong communication skills in both English and Spanish , we welcome you to join our team! You will have the chance to work closely with our team and community, ensuring all our policyholders experience the highest level of support.

Join us in making a difference in the vibrant communities of South Texas. We take pride in being a cornerstone of support and protection for our neighbors.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Disability Insurance

Mon-Fri Schedule

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Health Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

Life Insurance

Responsibilities

As a Customer Service and Retention Representative , you'll be at the forefront of our mission to provide exceptional insurance solutions to our valued customers.

Retention Strategies : Implement strategies to retain existing clients, maintaining loyalty and satisfaction.

Sales Support : Assist the sales team by providing support in renewals, endorsements, and by enhancing client experiences.

Client Assistance : Engage with clients to address their inquiries and concerns effectively, ensuring a high level of customer service.

Policy Review : Conduct reviews of existing client accounts, identifying potential gaps or needs and suggesting modifications for optimal coverage.

Bilingual Communication : Utilize bilingual skills to effectively communicate with diverse clients.

Documentation : Ensure accurate documentation of client interactions and transactions in accordance with company procedures and regulatory requirements.

Requirements

To thrive in this role, we require fluency in both English and Spanish , enabling you to connect with a broader customer base.

Previous experience in CUSTOMER SERVICE, SALES, or insurance industry preferred.

Strong problem-solving abilities and a customer-first mindset.

Proficiency in using computer systems and CRM software.

Excellent in terpersonal skills and the ability to build strong client relationships

It's fundamental to show a positive personality, be coachable and self-driven .

Lastly, you will need to acquire a Property & Casualty License if you you don't have one yet. Also a Life & Health License is required later down the road to offer Life Insurance Products.

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Retention Specialist • McAllen, TX, US

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