English + Chinese (Mandarin or Cantonese)

ROLE OVERVIEW

We are an established State Farm insurance agency serving a long-standing client base.

We are seeking an experienced bilingual (English + Chinese/Mandarin or Cantonese) Insurance Customer Service & Sales Associate to support our existing clients, handle day-to-day insurance service needs, and assist with in-office and inbound sales opportunities.

This is not a cold-calling position. The ideal candidate is someone who is comfortable working directly with clients, understands how to identify customer needs, and can confidently transition a service conversation into an appropriate insurance discussion or sales opportunity.

We are looking for someone with prior customer-facing experience who can communicate professionally, build trust, and take ownership of client needs from initial conversation through follow-up.

This role is ideal for someone who enjoys working with people and is interested in building a long-term career in the insurance industry.

KEY RESPONSIBILITIES

• Provide professional bilingual (Chinese/English) customer service to existing and prospective clients
• Assist clients with policy changes, coverage questions, documentation, billing, and general insurance inquiries
• Handle inbound and in-office insurance opportunities and assist clients with quotes and appropriate product discussions
• Identify additional insurance needs during customer conversations and introduce relevant coverage or products when appropriate
• Build rapport with clients and confidently guide conversations toward solutions and next steps
• Follow up with clients on pending service requests, quotes, and insurance opportunities
• Maintain accurate documentation and update internal systems
• Coordinate with other team members to ensure timely and consistent client service
• Support general office operations and workflow as needed

QUALIFICATIONS

• Fluency in Chinese (Mandarin or Cantonese) and English required
• Prior customer-facing customer service, insurance, financial services, banking, retail sales, or similar experience strongly preferred
• Comfortable discussing products, identifying customer needs, and handling inbound sales opportunities
• Strong interpersonal and communication skills with the confidence to work directly with clients by phone and in person
• Active California insurance license preferred; licensing support may be available for the right candidate
• Detail-oriented, organized, and able to balance customer service, follow-up, and sales-related responsibilities
• Professional, dependable, and interested in a stable, long-term position

COMPENSATION & BENEFITS

• Hourly compensation: $22–$25 per hour
• Paid time off and training provided
• Stable, long-term position with a supportive team environment
• Hybrid / flexible work-from-home options may be available after onboarding and successful training

中文说明（请务必阅读）

本职位为 客户服务 + 客户需求开发 / 店内销售相结合的岗位，并非单纯行政或后台客服职位。

不需要 cold call（陌生电话开发客户），但应征者需要具备良好的客户沟通及销售意识，能够在处理现有客户服务、来电咨询及办公室来访客户时，主动了解客户需求，并在适当情况下介绍相关保险产品、协助报价及完成后续跟进。

我们希望应征者具有一定的 面对客户的实际工作经验，能够自然地与客户建立信任、了解需求，并有信心将客户咨询进一步转化为适合的保险解决方案。

主要工作包括：

• 中英文客户服务及日常保单事务处理
• 接听客户来电及接待办公室来访客户
• 协助处理报价、保险需求及后续跟进
• 在服务过程中了解客户需求，并识别适当的保险机会
• 准确完成系统记录、文件及办公室日常运营工作
• 与团队成员配合，确保客户问题得到完整处理

我们寻找的是一位 既能做好客户服务，也具备销售意识和客户沟通能力 的长期团队成员。

如果您喜欢与人沟通、有实际客户服务经验，并希望在保险行业建立稳定、长期的职业发展，我们欢迎您申请。