Insurance Associate (Spanish)

Call Management & Intake:

• Act as the primary gatekeeper for all inbound communication.
• Expertly filter calls and conduct thorough intake to capture accurate client information.
• Prioritize urgent client needs and manage follow-up expectations effectively.

Policy Servicing & Admin Support:

• Process insurance payments and handle basic billing inquiries.
• Manage policy endorsements and administrative updates within the agency management system.
• Provide comprehensive back-office support to ensure documentation is accurate and up to date.

Operational Efficiency:

• Bridge the gap in team bandwidth by handling repetitive servicing tasks.
• Maintain clear communication between the client and the internal production team.