Customer Service Representative bilingual Spanish English
Neighborhood Insurance Agency, Santa Ana, CA, United States
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
Stable Monday–Friday schedule 9am - 5:30
Salary ranges from 41K – 52k depending on experience.
Paid licensing support: reimbursement program for licensing
If you already have a P&C license, bonuses for performance and other benefits are available as well.
Opportunity for growth within the agency
Training, development, and supportive leadership: we support ongoing training and education
Healthcare (medical)
Paid vacation, major holidays and PTO Personal time off
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
Team player who collaborates and communicates clearly
Proficient with Microsoft Word, Excel, Outlook, and calculator
Excellent verbal and written communication
Organized, structured, punctual, and compliant with procedures
If this is you, let’s talk.
Experience; Requirements
Minimum 3 years of customer service experience
Must speak English and Spanish fluently.
Education requirement H.S. diploma, or higher
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
This is an on-site position
#J-18808-Ljbffr
What We Offer You
Stable Monday–Friday schedule 9am - 5:30
Salary ranges from 41K – 52k depending on experience.
Paid licensing support: reimbursement program for licensing
If you already have a P&C license, bonuses for performance and other benefits are available as well.
Opportunity for growth within the agency
Training, development, and supportive leadership: we support ongoing training and education
Healthcare (medical)
Paid vacation, major holidays and PTO Personal time off
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
Team player who collaborates and communicates clearly
Proficient with Microsoft Word, Excel, Outlook, and calculator
Excellent verbal and written communication
Organized, structured, punctual, and compliant with procedures
If this is you, let’s talk.
Experience; Requirements
Minimum 3 years of customer service experience
Must speak English and Spanish fluently.
Education requirement H.S. diploma, or higher
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
This is an on-site position
#J-18808-Ljbffr