Offer summary

Qualifications:

Minimum 2 years of experience as a Back Office Assistant in the life insurance industry., Bilingual in English and Spanish with excellent communication skills., In-depth knowledge of life insurance products and operational processes., Proficient in Microsoft Office Suite and insurance management software..

Key responsibilities:

Oversee the processing of insurance applications and policy documentation in both languages.

Facilitate client communication by addressing inquiries and providing information.

Generate and maintain detailed reports to support management strategies.

Assist in additional back-office tasks and conduct follow-ups with clients regarding application statuses.

Job description

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

Location: Remote (Work from Home)

Wage: $6 USD - $12 USD / hr

Schedule: 20-40 hrs/week

VirtueStaff is seeking an experienced and detail-oriented Life Insurance Back Office Assistant who is bilingual in Spanish to enhance our client's remote team. This position is for candidates with significant experience in the life insurance sector, who can efficiently manage administrative responsibilities while ensuring effective communication with our Spanish-speaking clients. Your role will be crucial in supporting our operations and providing exceptional service to our valued clients.

Responsibilities

Oversee the processing of complex insurance applications and policy documentation in both English and Spanish
Facilitate effective client communication by addressing inquiries and providing precise information
Ensure the accuracy and compliance of client records and documentation
Collaborate with insurance agents, underwriters, and external partners to streamline application processes
Generate and maintain detailed reports to aid management in operational strategies
Conduct timely follow-ups with clients regarding application statuses and policy updates
Assist in additional back-office tasks as necessary to keep operations running smoothly
Translate complex documents and communications between English and Spanish when required
Guided management in life insurance back office licensing processes
Perform LinkedIn outreach to potential clients and partners
Make outbound calls to insurance companies and clients
Support in organizing and hosting licensing classes for team development
Conduct one-on-one meetings with agents to guide them through licensing procedures
Assist in commission processing for agents

Requirements

Minimum 2 years as a Back Office Assistant in the life insurance industry
Bilingual in English and Spanish, with excellent verbal and written communication skills
In-depth knowledge of life insurance products, policies, and operational processes
Exceptional organizational skills with a strong attention to detail
Proficient in Microsoft Office Suite and insurance management software
Ability to handle multiple tasks efficiently while meeting tight deadlines
Strong interpersonal skills coupled with a professional demeanor
Ability to maintain confidentiality and exercise discretion in sensitive situations
Proactive approach to problem-solving and adapting to new challenges
Experience working independently in a remote setting with effective collaboration skills

Benefits