Bilingual Licensed Customer Service Representative: Allstate Insurance

Job Overview

We are seeking a Bilingual (English/Spanish) Licensed Customer Service Representative to join our growing Allstate agency in Plano, TX. This is an in‑office role for the first 5–6 months, with the opportunity to transition to hybrid and eventually 100% remote based on performance, reliability, and production.

This role blends customer service, overflow support, and inside sales. You will assist customers when the primary service representative is unavailable, while also driving revenue through cross‑sells, upsells, and win‑back opportunities. All leads are provided by the agency.

Compensation includes:

• Competitive base salary
• Tiered commission up to 15%
• Generous bonus opportunities tied to production and quality metrics

Salary Range: $36,000.00 - $60,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Competitive Base Salary
Tiered Commission Up To 15%
Generous Bonus Opportunities Tied To Production And Quality Metrics
Fun & Friendly Co-workers
Flexible Work Location After In Office Training

Requirements

• Active Texas Property & Casualty License (no exceptions)
• Bilingual English/Spanish
• Strong communication and customer‑service skills
• Ability to multitask in a fast‑paced agency environment
• Positive attitude, reliability, and accountability
• Prior insurance experience preferred but not required

Responsibilities

• Provide overflow customer service support when the primary CSR is busy or unavailable
• Handle policy changes, billing questions, ID cards, documentation, and general service needs
• Conduct inside sales, including cross‑selling additional lines and re‑engaging prior customers
• Manage win‑back campaigns using agency‑provided leads
• Maintain accurate records in Lead Manager and follow compliance guidelines
• Deliver a professional, friendly, and solution‑oriented customer experience
• Support agency growth goals through consistent follow‑up and relationship building

About Us

The Allstate Insurance: Zee Insurance Agency located in the heart of Plano, TX, is looking for indoor insurance sales team member who is interested in taking their incomes and careers to the next level

We are a premier Agency specializing in Home, Auto, Life, Umbrella and Small Business Insurance. Our dedicated staff work incredibly hard to ensure that our clients are completely satisfied. We hire and reward the best talent and ensure their career growth