Key Responsibilities
Take responsibility for any question, issue, or mistake that could affect the policyholder or agent and decide on the best solution.
Answer incoming calls, handle questions about existing policies, and decide on the best course of action.
Be the first contact after a policy is sold, identify risks, and ask the right questions.
Record details of each call, process policy changes, handle DMV filings, answer billing questions, take payments, and show excellent phone manners, dedication to customer service, and strong problem-solving skills.
Handle health policy requests like policy questions, cancellations, updating profiles, billing adjustments, and refunds.
Check policy details to understand special circumstances, provide coverage information, answer complex billing questions, process policy changes accurately, and gather necessary underwriting information to ensure correct premiums.
Handle most situations independently, resolve conflicts, and empathize with customers.
Provide feedback when training needs are identified.
Promote teamwork through reliability and group cohesion.
Suggest process improvements to leadership.
Education and Experience
High School Diploma/ GED
Call Center experience (Preferred)
Insurance industry knowledge (Preferred)
Minimum Skills and Competencies
The following skills and abilities are required. Adjustments can be made for individuals with disabilities.
Fully Bilingual (English/Spanish)
Must be customer-focused and able to effectively troubleshoot and resolve questions and concerns.
Able to multitask and manage multiple systems daily.
Desired Skills
Previous experience in insurance customer service.
For this position, we offer up to $ 24,000 MXN. monthly before taxes.
Skills
Consumer Protection, Customer Data Management, Performance Management (PM), Relationship Building, Stakeholder Relationship Management
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.
Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.
To help create a more personal and engaging experience, we ask that you join with your camera on if your interview is virtual. Please also have a Valid Photo Identification available at the start of your interview. If you require any accommodations or have questions ahead of your interview please reach out to your recruiter.
Note: Internal candidates are only asked to join on video; a Valid Photo Identification is not needed for the interview.
