Spanish Bilingual Customer Service / Retention Representative

Job Description

This is a remote position.

Role Name :  Customer Service / Retention Representative

Schedule :  35h per week - Mon-Fri 9am-6pm

Client Timezone : PDT

Client Overview

Join a thriving insurance agency that’s experiencing rapid growth and expansion. This established company works with major insurance providers and is committed to delivering exceptional customer service while building long-term client relationships. The agency values innovation, professional development, and creating opportunities for their team members to grow alongside the business. You’ll be part of a dynamic team that’s making a real difference in helping clients protect what matters most to them.

Job Description

Step into an exciting dual-role position where you’ll be the vital link between the agency and its valued clients. This dynamic opportunity combines customer service excellence with sales growth, allowing you to help existing clients while discovering new ways to serve their needs better. You’ll spend half your time ensuring clients stay current with their policies and the other half identifying opportunities to expand their coverage. This role offers incredible variety in your daily tasks and the satisfaction of both solving problems and building lasting relationships that drive business success.

Responsibilities

• Conduct professional outbound service calls to assist customers with payment processing, document completion, and policy renewal requirements
• Make strategic cross-selling calls to existing clients to help them consolidate all their insurance needs with the agency
• Provide backup phone coverage during peak times, ensuring no client call goes unanswered
• Process customer payments and handle important documentation with accuracy and care
• Gather and organize information to support the sales team’s efforts
• Seamlessly multitask between service and sales activities throughout your shift
• Anticipate customer needs and provide proactive solutions

Requirements

Independent Contractor Perks

ZR_27859_JOB

Requirements

Advanced proficiency in QuickBooks Online HR experience with an AU-based client / company Strong understanding of Australian bookkeeping practices, including BAS Excellent communication and documentation skills Detail-oriented, self-managed, and highly organized Ability to proactively identify and solve problems Previous experience supporting trade businesses is a strong advantage Independent Contractor Perks Permanent remote role with a collaborative team culture Opportunity to make a meaningful impact on business growth and stability Access to backup support and documented processes for smooth operations Be part of a company that values proactive communication and reliability Immediate hiring ZR_24527_JOB