Bilingual Insurance Event Manager (English/Spanish)

SUMMARY

Responsible for office operations as well as customer intake and event coordination.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

•    Greeting new customers, both walk-ins and inbound calls 

•    Information Intake of all walk-ins and sales calls 

•    Distribution of leads to licensed agents 

•    Redirecting customer care needs based on description of need to original writing agent or alternate agent with availability, whether in-store or virtual 

•    Community outreach 

•    Remote event coordination with local rev share agents 

•    Assist customers with activities allowed by non-licensed individuals. (portal and payment setup for premium and insurance cards.) 

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

•    Performs other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

High School Diploma

Bachelors Degree preferred

One (1) or more years relevant experience

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