Insurance Associate, Spanish
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Job Description
Insurance Associate providing administrative and operational support to clients at Savvital. Transforming traditional insurance operations into scalable, AI-powered workflows with Spanish fluency.
Responsibilities:
- Handle quoting, re-quoting, policy endorsements, and billing/invoicing directly within Applied Epic.
- Design and deploy AI-driven systems to automate bulk emails, text messages, and payment reminders to reduce manual processing time.
- Act as a bilingual liaison, handling email correspondence and ensuring accurate communication in both English and Spanish.
- Ensure all policy updates and insurance-related documentation comply with regulatory frameworks and internal policies.
- Build positive relationships with clients, analyzing complaints to recommend effective solutions that enhance the customer experience.
- Maintain and update client records in CRM systems, ensuring data accuracy and completeness for over 500+ customers.
- Assist with basic insurance-related documentation and track claims to ensure timely execution.
Requirements:
- A 4-Year Bachelor's degree is preferable, ideally in Business, Finance, or Engineering.
- Native or professional fluency in Spanish and English is mandatory.
- Proven experience with Applied Epic.
- Experience with LLM platforms (ChatGPT, Claude, Gemini) and automation tools like Zapier or Make is highly preferred.
- 3+ years in insurance operations, systems engineering, or payroll compliance within the US or Canada is a plus.
- A "Builder" execution style with a high degree of comfort with ambiguity and rapid iteration.
Benefits:
- Internet, Electricity, and Wellbeing allowances
- Medical Insurance: Provided for you
- Performance-based, annual, and company-wide success bonuses
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