Bilingual Policy Service Specialist

• Provide timely updates to clients regarding their application statuses and coordinate follow-ups with carriers within designated timeframes
• Review incoming leads and ensure application details are accurate while managing administrative procedures with precision
• Adapt to shifting priorities and contribute to special projects or initiatives as directed by leadership
• Utilize computer applications such as Microsoft Outlook, Word, and Excel to maintain client records, generate reports, and track progress
• Offer empathetic and thorough solutions to client inquiries while addressing potential concerns effectively
• Process information and update records with a meticulous focus on accuracy and detail
• Represent the company's values by maintaining a high standard of conduct and delivering exceptional communication in all interactions

• Bilingual - English & Spanish
• Proficiency in using Microsoft Office applications, including Outlook, Word, and Excel
• Ability to learn quickly and adapt to new processes, tasks, and directions
• Strong written and verbal communication skills
• A proactive attitude with a passion for continuous learning and growth
• High level of attention to detail and the ability to stay focused in a fast-paced environment
• Flexibility to take on special projects and adjust to evolving priorities as needed

Experience in customer service, support, insurance operations, and CRM systems is preferred

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan