Bilingual Insurance Customer Service Representative / Office Assistant

Yale Financial Services Inc. is seeking a dependable, professional, and motivated Bilingual Insurance Customer Service Representative / Office Assistant to join our Bedford office. The ideal candidate speaks English and Spanish, provides excellent customer service, stays organized, and is comfortable communicating with current and prospective customers. Insurance experience and an active Texas Property and Casualty license are preferred, but we may provide licensing support to the right candidate. Responsibilities: - Answer telephone calls, emails, and customer inquiries professionally. - Welcome customers and assist with front-office needs. - Collect accurate information for auto, home, renters, and commercial insurance quotes. - Prepare quotes and discuss insurance options when properly licensed and authorized. - Follow up with new leads, existing customers, renewals, cancellations, and outstanding documents. - Process policy changes, payments, applications, and customer-service requests. - Schedule insurance, tax-preparation, and notary appointments. - Maintain accurate customer records and protect confidential information. - Contact customers regarding upcoming renewals and payment due dates. - Cross-sell insurance, tax-preparation, and notary services. - Perform general office duties, including scanning, filing, data entry, and document preparation. - Help maintain a clean, organized, and professional office. Qualifications: - Fluent in English and Spanish. - Excellent verbal and written communication skills. - Strong customer-service and telephone skills. - Dependable, punctual, organized, and detail-oriented. - Comfortable using email, Microsoft Office, Google Workspace, and online business systems. - Able to multitask and follow up consistently. - Comfortable discussing services and converting inquiries into customers. - Previous insurance, tax-office, banking, sales, or administrative experience is preferred. - Active Texas Property and Casualty license is strongly preferred. - Candidates without a license must be willing and eligible to complete the licensing process. Preferred Experience: - Insurance customer service: 1 year - Office administration: 1 year - Sales or lead follow-up: 1 year - Personal or commercial insurance quoting experience Compensation and Benefits: - Competitive hourly compensation based on experience and licensing. - Performance-based bonuses. - Insurance licensing support may be available. - Paid training. - Opportunities for professional growth. - Opportunity to earn additional income through sales performance. Schedule: - Monday through Friday - Daytime office hours - Some Saturdays may be required during tax season or other busy periods. How to Apply: Please submit your résumé through Indeed and answer the following questions: 1. Are you fluent in both English and Spanish? 2. Do you currently hold an active Texas Property and Casualty insurance license? 3. What insurance, sales, or office experience do you have? 4. Are you available to work in person at our Bedford, Texas office? 5. What is your earliest available start date? Work Location: In person — Bedford, Texas Yale Financial Services Inc. is an equal opportunity employer. Employment decisions are based on qualifications, experience, performance, and business needs.