Remote Bilingual Customer Service & Client Advisor
We are a premier insurance agency dedicated to delivering exceptional service and proactive care to our clients. We don’t just process transactions; we build relationships. We hold our team to high service standards, focusing on comprehensive care and meaningful client connection. We are seeking a high-performing, fully remote professional who thrives on independence and genuinely loves helping people protect what matters most.
Must be available Monday through Friday 8 am to 5 pm mountain standard time.
Position Overview
This is a 100% remote position for a self-sufficient, sharp problem solver who can manage their workload autonomously without losing focus. In this role, you won't just react to what a customer asks for—you will listen, analyze, and actively advise them. We are looking for someone who consistently looks to go beyond the baseline minimums to provide a five-star experience.
• Location: Fully Remote
• Languages Required: Fluent in both English and Spanish (Written and Verbal)
• Licensing: Active insurance license preferred (or willingness to obtain)
Key Responsibilities
• Trusted Advising: Listen critically to client needs and confidently advise them on coverage gaps and policy enhancements, rather than just taking orders or following a customer's basic instructions.
• Autonomous Problem Solving: Independently troubleshoot complex billing, claims, and policy issues with minimal supervision, finding efficient solutions on the first call.
• Proactive Client Care: Conduct routine policy reviews and proactive "touch points" to ensure our clients are fully protected and aware of their options.
• Exceeding Baselines: Consistently meet and look to exceed daily performance minimums regarding talk time, call volumes, and account reviews.
• Cross-Selling: Identify opportunities during service interactions to introduce additional lines of business that genuinely benefit the client.
Qualifications & Skills
• Self-Sufficiency: A proven track record of working remotely with high productivity, excellent time management, and minimal oversight.
• Critical Thinking: Exceptional problem-solving skills; the ability to think on your feet, navigate complex scenarios, and offer professional guidance.
• Bilingual Mastery: Seamless verbal and written fluency in both English and Spanish.
• Growth Mindset: A desire to go above and beyond the standard baseline requirements and a strong responsiveness to performance coaching.
• Technical Independence: Comfortable managing remote phone systems, customer databases, and dual monitors while maintaining high-speed internet and a quiet, professional home office.
What We Offer
• Competitive base salary with performance-based incentives and bonuses for going above and beyond.
• Fully remote flexibility with a structured support system.
• Paid time off and holidays.
• Continual coaching and professional development to help you maximize your career potential.
Pay: $20.00 - $23.00 per hour
Benefits:
• 401(k)
• 401(k) matching
• On-the-job training
• Paid time off
• Referral program
• Work from home
Application Question(s):
• What time zone are you in?
Experience:
• Allstate : 1 year (Preferred)
License/Certification:
• Personal Lines License (Required)
Work Location: Remote
Must be available Monday through Friday 8 am to 5 pm mountain standard time.
Position Overview
This is a 100% remote position for a self-sufficient, sharp problem solver who can manage their workload autonomously without losing focus. In this role, you won't just react to what a customer asks for—you will listen, analyze, and actively advise them. We are looking for someone who consistently looks to go beyond the baseline minimums to provide a five-star experience.
• Location: Fully Remote
• Languages Required: Fluent in both English and Spanish (Written and Verbal)
• Licensing: Active insurance license preferred (or willingness to obtain)
Key Responsibilities
• Trusted Advising: Listen critically to client needs and confidently advise them on coverage gaps and policy enhancements, rather than just taking orders or following a customer's basic instructions.
• Autonomous Problem Solving: Independently troubleshoot complex billing, claims, and policy issues with minimal supervision, finding efficient solutions on the first call.
• Proactive Client Care: Conduct routine policy reviews and proactive "touch points" to ensure our clients are fully protected and aware of their options.
• Exceeding Baselines: Consistently meet and look to exceed daily performance minimums regarding talk time, call volumes, and account reviews.
• Cross-Selling: Identify opportunities during service interactions to introduce additional lines of business that genuinely benefit the client.
Qualifications & Skills
• Self-Sufficiency: A proven track record of working remotely with high productivity, excellent time management, and minimal oversight.
• Critical Thinking: Exceptional problem-solving skills; the ability to think on your feet, navigate complex scenarios, and offer professional guidance.
• Bilingual Mastery: Seamless verbal and written fluency in both English and Spanish.
• Growth Mindset: A desire to go above and beyond the standard baseline requirements and a strong responsiveness to performance coaching.
• Technical Independence: Comfortable managing remote phone systems, customer databases, and dual monitors while maintaining high-speed internet and a quiet, professional home office.
What We Offer
• Competitive base salary with performance-based incentives and bonuses for going above and beyond.
• Fully remote flexibility with a structured support system.
• Paid time off and holidays.
• Continual coaching and professional development to help you maximize your career potential.
Pay: $20.00 - $23.00 per hour
Benefits:
• 401(k)
• 401(k) matching
• On-the-job training
• Paid time off
• Referral program
• Work from home
Application Question(s):
• What time zone are you in?
Experience:
• Allstate : 1 year (Preferred)
License/Certification:
• Personal Lines License (Required)
Work Location: Remote