Bilingual Customer Service Representative, Spanish-English

🕒 March 3

⛰️ Colorado – Remote

⛰️ Colorado – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Trucordia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

🤝 B2B

Insurance • Finance • B2B

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

📋 Description

• Provide prompt and courteous assistance to customers in person and via phone, email, and other communication channels. • Process both new business and renewals for customers. • Sell and quote new business to both personal and commercial lines clients. • Assist in preparing and processing commercial insurance policies, including issuing certificates of insurance, endorsements, and other policy documents. • Skillfully identify and assess customers' needs, delivering appropriate and effective solutions. • Process payments and submit insurance premiums accurately and in a timely manner. • Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently. • Maintain detailed and accurate records of customer interactions to continuously improve service quality.

🎯 Requirements

• Excellent communication, interpersonal skills and high attention to detail. • 3 years of experience within insurance industry. • Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage. • Self-motivated, goal-oriented, and able to work independently and as part of a team. • Technical proficiency with Microsoft suites platforms including Excel. • P&C insurance agent license required.

🏖️ Benefits

• Medical • Dental • Vision • Life Insurance and AD&D • FSA / HSA • Accident • Critical Illness • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K