SPANISH - Receptionist & Customer Development

Position is with David Nunez Insurance Agency, Inc. ----------
Qualifications and Responsibilities:
Be able to work closely with fellow tea ---------- mbers
Fluent in both Spanish and English - 3-5 years
4 hour slot, Pacific Time Zone M-F some time between 9am to 5:30pm
Skilled at soliciting more services to current clients
Experience working in the insurance industry or as an administrative assistant, or a related job is a plus
Farmers Insurance, State Farm Insurance, Auto Club Insurance or Allstate Insurance experience is a big plus.
Strong attention to detail to ensure the accurate collection of information and entry into databases
Excellent communication and presentation skills
Proven customer support experience or experience as a Client Service Representative
Strong phone contact handling skills and active listening
Ability to multitask, prioritize, and manage time effectively
Communication skills like a pleasant demeanor and ability to work with multiple personalities
Attention to detail to be able to provide written communication to customers that free of spelling or grammatical errors
Patience to be able to stay calm in an intense environment
Ability to multitask since some tasks will require to communicate with multiple clients or others at one time
Strong organizational skills to be able to keep up with various client needs and conduct follow-ups in a timely manner
Adaptability and flexibility in order to deal with different clients and needs in a short period of time
Able to set up appointments for the sales staff to sell other needed coverages by the clients.
Typing speed: 40 wpm
Identify and assess client’s’ needs to achieve satisfaction
Build sustainable relationships and trust with clients through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/team targets and quotas
Handle entry-level client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Take the extra mile to engage customers
Manage large amounts of incoming calls
Able to cross sell from our pool of current customers
Generate sales leads, glowing customer reviews and referrals from existing customers you are servicing
Able to work a follow up system and not allow things to fall through the cracks
Call clients regarding any underwriting notifications issued by the company, and follow procedure on how to retain the client’s policy(ies) within the agency
Serve as the liaison for underwriters and customers in order to track, manage, and prioritize insurance applications and other services
Document and communicate policy approvals or rejections to the underwriting team, insurance agents, supervisors, and clients in a timely manner
Correspond with prospects and clients via phone, email and in person to collect and analyze insurance information that facilitates the risk assessment process and provides underwriting support
This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.