Bilingual Policy Service Specialist

Bilingual Policy Service Specialist

We are looking for a dedicated Bilingual Policy Service Specialist to join our team in Las Vegas. In this contract to permanent role, you will play a pivotal part in supporting our annuity and life insurance operations by delivering top-tier service and managing critical administrative tasks. The ideal candidate thrives in a collaborative environment, demonstrates exceptional attention to detail, and excels in client communication.

Responsibilities:

• 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.

Requirements:

• 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; bilingual applicants are highly encouraged to apply.
• 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.