Source Job

US

  • Handle inbound and outbound customer communications regarding insurance policies, billing, and policy changes.
  • Use active listening and empathy to resolve customer issues and identify cross-selling opportunities.
  • Maintain accurate records and ensure compliance while working remotely within a structured environment.

Customer Service Bilingual Insurance Problem Solving CRM

20 jobs similar to Licensed Customer Engagement Specialist (Bilingual)

Jobs ranked by similarity.

US

  • Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
  • Create, update, and manage customer cases accurately while following compliance and process requirements.
  • Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.

Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.

US

  • Serve as a primary point of contact for clients, managing inbound and outbound communications with professional excellence.
  • Handle and carefully respond to all customer inquiries, resolving issues on the first call through active listening.
  • Track and document call information for auditing, escalate interactions when necessary, and upsell if required.

TP is a leading global provider of digital business services, partnering with brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, TP fosters an inclusive culture focused on growth and well-being.

US

  • Handle inbound member inquiries via phone, email, and other channels to assist with quotes, policy updates, billing, and coverage changes.
  • Provide personalized insurance guidance and process policy transactions while ensuring compliance with regulations.
  • Collaborate with carriers and internal teams to resolve issues and deliver timely, accurate information.

They help members navigate personal insurance needs with personalized guidance and responsive customer support. They foster a supportive, inclusive remote culture with comprehensive benefits and career growth.

US

  • Handle phone, chat, and email inquiries from insurance agents, processing policy servicing and billing requests.
  • Create new and renewal insurance invoices, maintain documentation, and issue cancellation notices per state rules.
  • Resolve discrepancies, cross-train with teams, and contribute to process improvements in a remote setting.

The hiring company is an insurance services organization that provides sales operations and policy support to insurance agents. The culture emphasizes collaboration, accuracy, and service excellence in a remote environment.

US Canada

  • Provide exceptional customer care, catching coverage gaps, discounts, and renewal issues.
  • Answer inbound calls and process service requests for vehicles, drivers, lienholders, and policy documents.
  • Solve customer inquiries effectively and share feedback to improve the product.

Jerry.ai is building the first AI-powered advisor to help people manage their car and home ownership journey. The company has reached 5M+ customers, raised $240M+, and achieved profitability in 2024, with a remote-first, collaborative culture.

$19–$21/hr
US Canada

  • Deliver standout customer experiences handling inbound calls for auto, home, motorcycle, and specialty insurance with high energy and genuine care.
  • Educate and advocate by uncovering savings or coverage gaps and translating complex policy details into clear choices.
  • Guide and bind tailored policy packages across 55+ carrier partners, finalizing coverage with ease.

Jerry built the first AI-powered app to manage car ownership, including insurance shopping, refinancing, safety, and repairs. Founded in 2019, they have grown to over 5 million customers and raised $240M+, achieving profitability in 2024 with a small, competitive team.

US

  • Field customer inquiries and resolve questions, issues, and concerns via phone, email, chat, or social media.
  • De-escalate issues calmly, escalate when necessary, and track call information for auditing and reporting.
  • Meet sales objectives and provide feedback on call issues to improve service delivery.

TP is a leading global provider of digital business services, partnering with major brands to optimize operations through technology. With a global workforce of 500,000 across 300 languages, TP fosters an inclusive culture focused on career growth and community impact.

India

  • Manage high volumes of inbound customer inquiries via phone, email, and chat in English and Spanish.
  • Resolve concerns related to billing, orders, refunds, exchanges, and system troubleshooting.
  • Maintain quality, productivity, and compliance standards while handling confidential information responsibly.

A partner company of Jobgether provides customer support for U.S. retail and e-commerce markets. They operate a fully remote, performance-driven environment focused on customer satisfaction, accountability, and compliance.

US

  • Serve as the primary point of contact for callers with a warm, professional presence.
  • Manage scheduling, gather client information, and route calls to the right teams.
  • Work fully remotely using RingCentral, Google Workspace, and client management platforms.

The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.

Brazil

  • Deliver high-quality bilingual customer support via phone, email, and live chat.
  • Resolve complaints, explain products/services, and maintain accurate records.
  • Collaborate with teams to meet service quality targets and escalate complex issues.

Jobgether is an AI-powered recruitment platform that connects candidates with hiring companies through unbiased matching. It emphasizes objective, fair review processes and supports remote work opportunities with a collaborative and growth-focused culture.

US

  • Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
  • Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
  • Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.

HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.

US

  • Handle incoming calls and provide timely responses to member and provider inquiries.
  • Document customer interactions in a CRM system and maintain accurate account history.
  • Collaborate with team members and make outbound calls to follow up on voicemail and support operational needs.

Qualfon is a global provider of omnichannel customer experience and business support solutions, supporting clients with call center, lead generation, and ecommerce services. The company aims to create job opportunities and foster a supportive, purpose-driven team culture.

Global

  • Handle inbound and outbound calls as the first point of contact for customers.
  • Assist with payments, renewals, cancellations, and resolve issues promptly.
  • Document interactions, collaborate with the team, and maintain high customer satisfaction.

We are UNIFIN, Inc., a growing tech company focused on building innovative digital solutions. We value creativity, collaboration, and continuous learning.

US

  • Answer participant services phone calls and emails related to retirement plan withdrawal and loan transactions.
  • Work with participants and clients to initiate requests through recordkeeper sites and answer questions on pending requests.
  • Pursue NIPA Distribution Administrator and Loan Administrator Certificates with paid training provided.

Nova 401(k) Associates provides retirement plan administration and customer support services for plan participants and clients. We are a committed team that values clear communication and professional development.

US

  • Handle inbound calls in English and Spanish to support phone services and facilitate adding funds to inmate accounts.
  • Document each encounter and forward specific inquiries for priority resolution.
  • Work independently in a fast-paced, 100% remote environment while multitasking computer applications.

Qualfon is a customer experience company focused on delivering engaging interactions and positive experiences. They aim to create job opportunities and be the partner of choice for their clients.

Texas

  • Answer inbound calls and assist members with questions related to AAA memberships.
  • Deliver personalized, proactive solutions and recommend valuable products and services.
  • Engage with members using strong communication and a friendly, problem-solving mindset.

AAA Auto Club Enterprises is the largest club within the national AAA federation, providing insurance and membership services. With nearly 17,000 employees across 24 states, we help over 18 million members and foster a culture that embraces diversity and legendary service.

US Unlimited PTO

  • Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
  • Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
  • Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.

NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.

US

  • You'll handle customer inquiries via phone, email, chat, text, and self-service channels.
  • You'll deliver accurate Tier 1 support, referrals, and escalation while documenting case details.
  • You'll meet quality and performance standards and complete cross-training across programs.

The hiring company is a partner organization that manages customer service operations for public-facing programs. Their culture emphasizes remote work, empathy, and professional development in a 24/7/365 environment.

US

  • Provides exceptional customer service and engagement via telephone.
  • Identifies customer needs and assists them with healthcare related issues through outreach programs.
  • Researches, identifies, and solves problems while verifying eligibility and placing call backs as required.

Carenet Health is a healthcare services company that provides customer engagement and support solutions for health plans and members. The company fosters a collaborative, innovative culture focused on empowering team growth through trust, opportunity, and accountability.

US 12w maternity 12w paternity

  • Deliver high-quality customer service across phone, email, text, chat, and social media while resolving insurance and non-insurance questions.
  • Process enrollments, claims, and fulfillment activities with accurate data entry and use digital tools like Zendesk or Gladly.
  • Educate customers on coverage options and act as a trusted resource in a fully remote evening shift environment.

They provide pet-focused insurance and customer support, helping pet parents navigate coverage and claims. The company operates in a fully remote, collaborative, and fast-paced environment committed to exceptional service and continuous improvement.