Bilingual Insurance Customer Service & Producer

Published: 6/14/2022

Job Description

Lin Zhao Insurance Agency, a Farmers Insurance Agency in Fremont, is seeking a full-time, in-office Bilingual Insurance Customer Service Sales Representative.

The primary focus of this role is supporting existing clients, assisting with policy needs, and building long-term customer relationships. You will also follow up with agency leads and referrals, prepare quotes, and recommend appropriate insurance solutions.

Compensation includes $25–$30 per hour in guaranteed base pay, depending on experience, plus commission and performance bonuses. On-target total compensation is approximately $80,000 per year for employees who meet established service and sales goals. Actual earnings may vary based on performance. This is not a commission-only position.

We provide hands-on training, mentorship, licensing support, paid time off, tuition reimbursement, and career growth opportunities.

Responsibilities

Respond to client questions by phone, email, and in person.
Assist with policy changes, renewals, billing, payments, and insurance documents.
Explain coverage options, deductibles, and agency procedures clearly.
Follow up with agency leads, referrals, pending quotes, and renewal opportunities.
Prepare quotes and assist with applications and policy updates.
Identify coverage gaps and appropriate cross-selling opportunities.
Support client retention and work toward customer service and sales goals.
Maintain accurate client records, protect confidential information, and serve English-, Mandarin-, and/or Spanish-speaking clients.

Requirements

Fluent in English and either Mandarin Chinese or Spanish.
Strong customer service, communication, active listening, and follow-up skills.
Friendly, dependable, organized, and detail-oriented.
Comfortable discussing insurance products and working toward service and sales goals.
Able to manage multiple clients and leads while using email, Microsoft Office, and CRM software.
High school diploma or equivalent required; insurance, customer service, sales, banking, or financial services experience preferred.
California Property Casualty insurance license preferred but not required to apply; must obtain the required license before the start date.
Must be authorized to work in the United States and available to work full-time in person at our Fremont office.

Benefits
Paid Time Off (PTO)###Hands on Training###Tuition Reimbursement###Mon-Fri Schedule###Career Growth Opportunities###