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Spanish Bilingual Licensed Property And Casualty

Worldwide Salaried Open

Job description: Job Requirements:

  • Must be fluent in Spanish and English
  • Must hold a property and casualty license in your state of residence
  • Must be willing to release property and casualty appointments (No need to release Health or Life appointments)
  • Must be able to work a Saturday and Sunday schedule.

Key Responsibilities

  • Serves as customer service contact for inbound first and second-level customer interactions
  • Utilizes proper procedures and documented knowledge articles to achieve first contact resolution and aides in policyholder retention
  • Documents ancillary business and/or customer interaction information for the Agent and/or other business lines
  • Leverages opportunities to expand customer interactions to learn more about the customers current and future needs then transfer/forward to Agent or CCC Licensed Growth team as appropriate
  • Applies underwriting and eligibility guidelines to correctly price and bind additional/replacement policies according to established scope and procedures

Job Description

  • Serve as 1st level contact for basic and routine customer service inquiries which may include: Regular payments and payment plan changes, proof of insurance, password reset and customer ID verification calls from customers and B2B vendors
  • Has basic knowledge of company products and/or services
  • Escalates problems or inquiries as needed
  • Uses established procedures, scripts, and screens
  • Promotes client products and services
  • Handles low complexity transactions
  • Uses multiple applications to gather the necessary information and notify business partners regarding messages, inquiries, and claim reporting
  • Works under close supervision
  • Provides customer assistance with routine customer service inquires that require licensing including complex payments, policy changes such as coverages and deductibles, added and/or replacement vehicles
  • Completes simple transactions to add or replace products on existing policies
  • Learns and applies product, industry, and market knowledge to make recommendations to policyholders
  • Provides feedback to management regarding process improvements
  • Explains coverage and insurance terms clearly for existing customers
  • Works with general supervision on moderately complex assignments; seeks guidance on non-routine issue

Job Type: Full-time Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Work Location: Remote Apply To This Job

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