Bilingual Client Customer Service Representative

Our Company!: Join the team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008, which demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources supported by a corporate environment to provide stability, growth opportunity, and risk support, when needed.
Come Grow With Us!
We are looking for energetic, bright, and talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!
The Role!:

• Integrity- We maintain the highest standard of ethical behavior, and do the right thing for the customers and employees.

• Commitment- We strive to provide value to our customers, our employees and our company.
• Accountability- We hold ourselves to the highest standards of accountability in all our actions.
• Respect- We are always mindful to respect our customers, ourselves and each other.
• Excellence- We focus on going the extra mile to exceed expectations.

Because we CARE, InsureOne may conduct phone and video interviews to practice social distancing to accommodate the state, local or national guidelines. If you are considered to formally video interview, please consider the following recommendations:

Interviews can be conducted using a laptop or desktop computer with a webcam, tablet or smartphone.

• Find a quiet, private, well-lit space, free from possible interruptions.
• Position yourself so that you have a neutral background that’s free from distractions.
• Test your internet connection to be sure you have a good connection.
• Remember it’s an interview, so dress appropriately.
• Place your phone on do not disturb.

What Will You Do?: A Client Customer Service Representative is an individual who is not licensed or is newly licensed to sell insurance. This individual will provide basic customer service tasks and administrative support to those who are licensed and selling/servicing Personal Lines and Commercial Lines insurance. This individual may also provide administrative support to Account Managers and Account Executives when needed. The Client Service Representative will be the liaison between the company and the customer. The Client Service Representative will be able to accept ownership for effectively solving customer issues, complaints, and inquiries; keeping customer satisfaction at the core of every decision and behavior.

• Managing large amounts of inbound calls in a timely manner.
• Processing customer payments accurately and timely.
• Assisting with handling any inbound and outbound mail received in the office.
• Responsible for effectively following call center “scripts” when handling different issues.
• Identifying customers’ needs to route the customer to the appropriate person.
• Engaging in active listening with callers, confirming or clarifying information and diffusing any customers concerns, as needed.
• Build sustainable relationships and engage customers by going the extra mile.
• Keep records of all customer requests and/or interactions in our policy management system.
• Meet personal/team qualitative and quantitative targets.
• Adhering to all company policies and procedures.

The Perfect Match!:

• Minimum of six months in a call center environment
• Pleasant and professional telephone demeanor
• 1+ Customer service experience
• Bilingual preferred
• Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, keyboarding).
• Strong time management and decision making skills