Benefits :
About Us
We’re an award-winning, relationship-driven independent insurance agency with a heart for service. We work for our clients—not a single carrier—partnering closely with our team, community, and the companies we represent. . We provide training, and there may be occasional evening or Saturday shifts to support community events.
What we offer you
Wages and Compensation :
About You
Bilingual in English / Spanish : to help our life long bilingual clients
Friendly problem-solver who genuinely enjoys helping others
Detail-oriented with strong follow-through
Comfortable on the phone and at a computer.
Fast learner with a growth mindset
If this is you, let’s talk.
Experience; Requirements :
Job Responsibilities
Build and maintain relationships with clients, prospects, and carrier partners via phone, email, and written communication
Support teammates with follow-up and next steps for clients and prospects
Research and resolve coverage questions accurately and efficiently
Respond promptly to client requests by phone or electronically
Maintain organized client files and process routine correspondence (paper and multiple software systems)
Identify and cultivate new business opportunities
Assist with general office duties as needed
Professional & Personal Skills
Proficient with Microsoft Word, Excel, Outlook, and calculator
HawkSoft experience preferred (not required)
Fast, accurate typing
Excellent verbal and written communication
Organized, structured, punctual, and compliant with procedures
Patient, respectful, reliable, trustworthy, friendly, supportive, articulate
Kind, ethical, and honest
Paid licensing support
Experience; Requirements :
Bilingual Customer Service Representative • Santa Ana, CA, US