Spanish Associate – Client Services
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Job Description
Join Savvital as an Associate Client Services supporting Spanish-speaking clients in the insurance domain. Handle administrative tasks, communication, and maintain positive client relationships.
Responsibilities:
- 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
Requirements:
- A 4-Year Bachelor's degree in Accounting & Finance, Business Studies, Economics, or Public Relations is preferable
- 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
Benefits:
- Medical Insurance for you
- Performance-based bonuses
- Annual bonus and increments
- Company-wide success bonuses
- Allowances: Internet, Electricity, Wellbeing
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