Local Insurance agency is seeking a customer service representative in Santa Barbara! Must be bilingual in Spanish!
Duties include:
Establish rapport with clients, assess their insurance needs, and recommend suitable coverage options.
Assist clients in managing their insurance policies, including updates, renewals, and claims processing.
Provide timely and efficient customer service, addressing inquiries, and resolving issues to ensure client satisfaction.
Collaborate with the sales team to identify cross-selling opportunities and maximize client retention.
Maintain accurate records of client interactions, policy details, and service requests