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Insurance Operations:
- Handle quoting, re-quoting, policy endorsements, and billing/invoicing directly within Applied Epic.
- Ensure all policy updates and insurance-related documentation comply with regulatory frameworks and internal policies.
Automation & AI Integration:
- Design and deploy AI-driven systems to automate bulk emails, text messages, and payment reminders to reduce manual processing time.
- Maintain and update client records in CRM systems, ensuring data accuracy and completeness for over 500+ customers.
Client Relationship Management:
- Act as a bilingual liaison, handling email correspondence and ensuring accurate communication in both English and Spanish.
- Build positive relationships with clients, analyzing complaints to recommend effective solutions that enhance the customer experience.
Savvital
Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. Their team is motivated to handle tasks that can bring capacity to your workday, with a mission to provide affordable solutions through strategic task delegation.