Job Overview

Our client is looking for a Bilingual Insurance Customer Service Representative (CSR) to support their clients and insurance team. This person will be responsible for providing friendly and professional customer service, assisting clients with basic policy-related questions, coordinating requests, and helping ensure that client needs are handled promptly and accurately.

The ideal candidate is fluent in both English and Spanish, comfortable speaking with customers over the phone, highly organized, and able to explain information clearly to clients from different backgrounds.

Client Overview

Our client is a customer-focused insurance agency serving individuals and small businesses with personalized insurance solutions, including auto, home, business, and renter’s insurance. The company is committed to providing affordable, dependable service with professionalism and inclusivity.

Schedule: Monday - Friday, 9:00 AM - 1:00 PM MN Time (20 work hours per week)

Responsibilities

• Answer incoming calls, messages, and customer inquiries in English and Spanish.
• Provide professional and friendly customer service to existing and prospective clients.
• Assist clients with basic questions regarding their insurance policies, coverage, payments, documents, and account information.
• Gather accurate customer information and documentation needed for quotes, policy updates, and service requests.
• Assist with insurance quote requests and follow up with clients as needed.
• Coordinate with insurance agents and carriers to resolve customer requests and policy-related concerns.
• Follow up on pending documents, requests, renewals, and other client needs.
• Maintain accurate and up-to-date customer records.
• Handle sensitive customer and insurance information with confidentiality.
• Escalate complex policy, coverage, claims, or underwriting questions to the appropriate licensed insurance professional.
• Help ensure clients receive timely responses and a positive overall experience.
• Perform general administrative and data-entry tasks related to insurance accounts.

Requirements

• Has worked with an insurance company/account.
• Fluent in English and Spanish, both written and spoken.
• Previous experience in customer service, administrative support, insurance, banking, financial services, or a similar client-facing role.
• Strong verbal and written communication skills.
• Comfortable handling phone calls and speaking with customers professionally.
• Strong attention to detail and accuracy when entering customer information.
• Organized and able to manage multiple customer requests.
• Comfortable using email, Microsoft Office/Google Workspace, and basic computer systems.
• Reliable, professional, and responsive.
• Able to handle confidential customer information appropriately.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.