Bilingual Insurance Customer Service Portuguese or Spanish

Join the PRIME Team at Oliveira Insurance Agency as a Customer Service Representative Build a Career with Purpose in Lewisville, Texas!

The Role Job Overview

Are you a natural helper who thrives on making other peoples lives easier? Do you enjoy problem-solving, staying organized, and creating a positive experience for customers? If so, we want to meet you!

Were looking for a Customer Service Representative (CSR) whos professional, dependable, and genuinely cares about people. As the first point of contact for our valued clients, youll play a vital role in supporting policyholders, resolving issues, processing changes, and ensuring our clients feel heard and taken care of. You dont need insurance experience to apply just a can-do attitude and strong people skills.

This is NOT a call center environment its a small, high-performing team with a strong support system and a commitment to excellence.

Next Steps After Applying Important Instructions

Step 1: Check your email for a link to complete the required personality assessment.

After applying, check your email for a link to the required assessment.

Step 2: After completing the assessment, youll receive another email with a link and instructions to complete a short 5-question video interview using our video software.our video software. You can complete this on your own time no live interview required.

Both steps must be completed within 72 hours to be considered for the position.

Check your inbox and spam/junk folder to ensure you dont miss the emails.

About Us

Oliveira Insurance Agency is a Farmers Insurance agency located in Lewisville, Texas, proudly ranked in the Top 10% of Farmers Agencies nationwide, and on a mission to reach the Top 1%. Were building a team of high-performers who thrive in a supportive, growth-driven environment.

Were now hiring a Bilingual Customer Service Representative (Portuguese or Spanish) who can deliver an exceptional client experience while supporting our internal team. If youre detail-oriented, people-focused, and enjoy helping others, wed love to meet you.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Flexible Schedule

The Role Key Responsibilities

As a Customer Service Representative, youll be the first point of contact for our existing clients ensuring their questions are answered, their policies are serviced accurately, and they feel genuinely cared for. This is a client-facing role that emphasizes empathy, organization, and communication over high-pressure sales.

Key Responsibilities:

• Client Support & Service: Answer phone calls and emails, assist with billing questions, policy changes, certificates of insurance, and claims follow-up with professionalism and care.

• Account Management: Review client accounts for accuracy and proactively identify opportunities for improvement, cross-service, or renewal touchpoints.

• Process Efficiency: Maintain detailed records in the agency system (e.g., customer interactions, documentation, and updates).

• Team Collaboration: Work closely with the sales team and agency leadership to ensure smooth transitions between service and sales-related tasks.

• Bilingual Communication: Use your fluency in Portuguese or Spanish and English to better serve our diverse client base and build trust within the community.

• Retention & Renewals: Assist in sending renewal notices, following up on pending documentation, and keeping policyholders informed and supported throughout their policy lifecycle.

What We're Looking For

• Customer Service or Admin Experience: Prior experience in an office, customer service, or administrative role is highly preferred. Insurance background is a plus, but not required.

• Language Skills: Bilingual in Spanish or Portuguese AND English is required to best serve our client base.

• Dependability & Integrity: Youre reliable, organized, and operate with a high level of professionalism and trustworthiness. You will work out of our agency in Lewisville, Texas. THIS IS NOT A REMOTE POSITION.

• Communication Skills: Strong phone etiquette, written communication, and interpersonal skills are essential.

• Tech Comfort: Youre comfortable working with multiple systems, CRMs, and email and can adapt quickly to new platforms.

• Coachability & Team Attitude: Youre eager to learn, take feedback well, and thrive in a collaborative environment.

• Positive Mindset: You approach each day with a can-do attitude and a focus on solutions, not just problems.

What You Bring to the Table

• Empathy & Service Orientation: You genuinely enjoy helping people and finding the best solution for their needs.

Detail-Focused: You catch the small things others miss accuracy and organization are your strengths.

Bilingual Advantage: Your fluency allows you to better connect with and support a broader range of clients.

Collaborative Energy: You enjoy working with others toward a shared goal and know how to keep things positive, even under pressure.

FAQs:

What kind of training will I receive?

Answer: You'll receive paid onboarding and hands-on training tailored to customer service responsibilities. We also provide support to help you obtain your insurance license if needed.

Is prior insurance experience required?

Answer: No! If you bring a great attitude and solid service skills, well train you on the rest.

Will I need to sell insurance in this role?

Answer: No cold calling or sales quotas in this role. While there may be cross-service opportunities to transfer to the sales team, your main focus is on supporting existing clients.

What is the company culture like?

Answer: Were a tight-knit team with a strong sense of purpose. We work hard, celebrate wins, and value people who take initiative and show kindness to teammates and clients alike.

Is this a commission-based role?

Answer: No. This position includes a base salary with bonus opportunities, based on performance and client satisfaction.

Is there a career path?

Answer: Absolutely. Many of our team members grow into licensed roles, leadership positions, or specialty roles depending on their strengths and goals.

Next Steps:

If youre ready to join a high-performance team that values service, growth, and community, apply today!