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Customer Service Representative

Santa Cruz Financial Services

Norcross, GA • $18.00 to $22.00 / hr • 11/14/2026

Job Description

Job Description

Part-Time Bilingual Customer Service Representative Insurance

SantaCruz Financial Services LLC | Norcross, GA | Hybrid

Pay: $18–$22 per hour, based on experience and qualifications

SantaCruz Financial Services is seeking a dependable, organized customer service representative fluent in English and Spanish. This position will begin part-time, with a hybrid schedule requiring regular attendance at our Norcross office.

Training on our agency’s procedures will be provided. Computer proficiency and prior experience using insurance agency management and customer relationship management systems are required.

Responsibilities
  • Responsibilities
  • Assist clients by phone, email, and during office visits in English and Spanish.
  • Collect documents, update records, and follow up on outstanding requests.
  • Support licensed agents with applications, renewals, billing inquiries, and administrative tasks.
  • Maintain accurate client records, notes, and follow-up activities in agency systems.
  • Provide timely, professional client service.
Requirements

Required Qualifications

  • Previous customer service experience.
  • Strong spoken and written communication in English and Spanish.
  • Computer literacy, including proficiency with email, Microsoft Office, electronic documents, and web-based applications.
  • Experience using an agency management system (AMS), such as QQ Catalyst or a comparable platform.
  • Experience using a customer relationship management system (CRM), such as AgencyZoom or a comparable platform.
  • Attention to detail, organization, and dependable follow-through.
  • Availability to attend the Norcross office regularly.
  • To apply: Send your rsum to
Benefits
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Hands on Training
  • Work from Home