Savvital

Bilingual Insurance Associate - Client Services

As a Bilingual Insurance Associate - Client Services at Savvital, you will support insurance professionals by managing day-to-day policy servicing and client operations across personal and commercial lines. This role is ideal for detail-oriented individuals with prior insurance exposure who are comfortable working with multiple carriers, handling quotes and requotes, and maintaining accurate CRM records in a fast-paced, virtual environment.

Insurance Quoting & Requoting

• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
• Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance.

Policy Servicing & Support

• Assist with policy endorsements, renewals, cancellations, and general servicing requests.
• Support agents with documentation, follow-ups, and policy-related inquiries.

CRM Management

• Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
• Track policy statuses, renewals, and follow-up activities to ensure timely servicing.

Carrier Coordination

• Communicate with insurance carriers for quotes, policy updates, and clarifications.
• Navigate carrier portals to retrieve documents and submit required information.

Client Communication

• Act as a point of contact for routine client communications via email and internal systems.
• Ensure timely, professional, and clear communication aligned with client and compliance standards.

Administrative & Operational Support

• Organize insurance documents, proposals, and policy files.
• Support internal teams with reporting, data entry, and workflow management.

What We're Looking For

• Bilingual Proficiency: Must be fluent in both English and Spanish to support a client base that is ~60% Spanish-speaking.
• Qualification: A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
• Prior experience working in the insurance industry (personal and/or commercial lines preferred).
• Entry-level or minimal experience in client-facing or insurance support roles.
• Strong interpersonal and communication skills, both written and verbal.
• High attention to detail with the ability to manage multiple tasks and deadlines.
• Willingness to learn, adapt, and grow within insurance operations and client services.
• Comfortable working with CRM systems and carrier portals.

Compensation & Benefits

• Base Salary: Market competitive.
• Allowances: Internet, electricity, and wellbeing.
• Performance-based bonuses.
• Annual bonuses and increments.
• Company-wide success bonuses.