Spanish Bilingual - Licensed Property and Casualty - Work from Home

Posted 2025-04-06
Remote, USA Full-time Immediate Start

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. • 30 hours for the first 3-6 months, this still qualifies you for benefits and PTO

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
• 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

Pay: $20.00 per hour

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

Education:
• High school or equivalent (Preferred)

License/Certification:
• Property and Casualty License in Resident State (Required)

Location:
• Fort Worth, TX (Required)

Work Location: Remote

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