Bilingual Customer Support Associate
Posted on 9/12/2023
Next Insurance
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • Bilingual (Spanish)
  • 1-2 + years working in customer service
  • Property & Casualty Insurance License (preferred)
  • Detail orientation in everything you do: there is a lot of customer and policy information flying by you - having a keen eye here is essential
  • Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression
  • Personal standard for excellence: Strong process orientation and interest in finding better ways to do things
  • Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once
  • Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and accounting systems
  • Responsibilities include issuing insurance certificates, processing policy changes, assisting in process improvement and supporting our “pay as you go” insurance program
  • Assist customers/prospects/partner agents with questions and concerns, helping them find the right coverage for their business insurance needs
  • Provide outstanding customer service and support
  • Provide customers with insurance quotes for various insurance policies
  • Work with our partners to solve customer concerns in a timely manner
  • Drive and/or participate in ad hoc projects that help solve pressing business concerns such as:
  • Help translate our internal customer account portals and Terms and Conditions
  • Shadow new agents during new agent training
  • Meet with Product teams to help understand customer needs