Perform general administrative tasks such as managing calendars and scheduling appointments.
Act as a liaison between clients and internal teams, handling email correspondence and ensuring timely, accurate communication in both English and Spanish.
Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
Prioritize tasks and manage time effectively to meet client deadlines and expectations.
Conduct research on diverse topics as assigned, providing relevant insights for decision-making.
Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of satisfaction.
Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer experience.
Prepare and share price quotes with accuracy and alignment to client requirements.
Assist with basic insurance-related documentation, policy updates, and follow-ups (where applicable).
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Track tasks, follow-ups, and client requests to ensure timely execution.

A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
Fluency in Spanish and English (written and verbal) is mandatory.
Strong interpersonal and communication skills.
Detail-oriented with the ability to manage multiple tasks and deadlines.
Entry-level or minimal experience in client-facing roles, with a service-oriented mindset.
Experience working with a US-based insurance client is a plus.
Familiarity with CRM tools and virtual work environments is preferred.
Willingness to learn, adapt, and grow.

Spanish Associate – Client Services

Key skills