Offer summary

Qualifications:

Previous experience as a Back Office Assistant or in a similar administrative role, preferably in the insurance industry., Bilingual in English and Spanish with excellent communication skills in both languages., Strong understanding of life insurance products and processing is preferred., Highly organized with keen attention to detail and accuracy..

Key responsabilities:

Assist with the processing of insurance applications and policy documentation in both English and Spanish.

Manage client communications, addressing inquiries and providing information in a timely manner.

Maintain accurate records of client files and ensure compliance with regulations.

Coordinate with insurance agents and underwriters for efficient processing of applications.

Job description

Company: VirtueStaff

Job Title: Life Insurance Back Office Assistant (Spanish Bilingual)

Location: Remote (Work from Home)

Wage: $5 USD - $9 USD / hr

Schedule: 20-40 hrs/week

VirtueStaff is looking for a dedicated and proactive Life Insurance Back Office Assistant who is bilingual in Spanish to join our remote team. In this role, you will support our life insurance operations by handling administrative tasks and ensuring smooth communication between our team and Spanish-speaking clients. This is an excellent opportunity for individuals with a background in insurance and strong organizational skills, who are fluent in both English and Spanish.

Responsibilities

Assist with the processing of insurance applications and policy documentation in both English and Spanish
Manage client communications, addressing inquiries and providing information in a timely manner
Maintain accurate records of client files and ensure compliance with regulations
Coordinate with insurance agents and underwriters for efficient processing of applications
Prepare and organize reports as needed for management and operational efficiency
Conduct follow-ups with clients regarding application statuses and policy updates
Support the team with additional administrative tasks as required
Translate documents and communications from English to Spanish and vice versa as needed
Manage life insurance back office licensing processes
Conduct LinkedIn outreach
Make calls to insurance companies and clients
Attend and host licensing classes with other coordinators
Meet with agents individually to complete licensing steps
Work on commission processing for agents

Requirements

Previous experience as a Back Office Assistant or in a similar administrative role, preferably in the insurance industry
Bilingual in English and Spanish with excellent communication skills in both languages
Strong understanding of life insurance products and processing is preferred
Highly organized with keen attention to detail and accuracy
Proficient in Microsoft Office Suite and familiar with insurance software
Ability to manage multiple tasks while meeting deadlines
High level of professionalism and ability to maintain confidentiality
Ability to work independently in a remote environment and collaborate with a team
Strong problem-solving skills with a proactive approach to tasks

Benefits