Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English, Spanish

Hard Skills

Customer Complaint Resolution Client Services Insurance Policies Customer Relationship Management Calendar Management Email Management Software Documentation Meeting Facilitation Help Desk Support Microsoft Dynamics CRM Customer Relationship Management Visual Workplaces Innovation Management

Other Skills

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Virtual Collaboration
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Record Keeping
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Prioritization
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Scheduling
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Communication
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Adaptability
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Willingness To Learn
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Time Management
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Teamwork
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Organizational Skills
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Detail Oriented
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Social Skills

Roles & Responsibilities

4-year Bachelor's degree preferred, ideally in Accounting/Finance, Business Studies, Economics, or Public Relations
Fluency in Spanish and English (written and verbal) mandatory
Strong interpersonal and communication skills
Detail-oriented with the ability to manage multiple tasks and deadlines

Requirements:

Provide administrative support including managing calendars and scheduling appointments
Act as liaison between clients and internal teams, handling email correspondence in English and Spanish
Coordinate virtual meetings, including scheduling, sending invitations, and preparing materials
Maintain and update client records in CRM systems and track tasks and client requests to ensure timely execution

Job description

ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.

ABOUT THE ROLE

As an Associate Client Services (Spanish) - Peru at Savvital, you will play a key role in providing administrative and operational support to our clients. This position offers an exciting opportunity for individuals with strong organizational skills, attention to detail, and a passion for delivering exceptional client services in a virtual environment.

You will also support clients in the insurance domain, assisting with basic policy servicing, documentation, and coordination tasks. This role is ideal for candidates who are fluent in Spanish and comfortable working with international clients. Prior experience with US-based insurance clients will be considered a strong advantage.

WHAT YOU’LL BE DOING

Administrative Support

Perform general administrative tasks such as managing calendars and scheduling appointments.

Communication Management

Act as a liaison between clients and internal teams, handling email correspondence and ensuring timely, accurate communication in both English and Spanish.

Meeting Coordination

Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.

Task Prioritization

Prioritize tasks and manage time effectively to meet client deadlines and expectations.

Research and Analysis

Conduct research on diverse topics as assigned, providing relevant insights for decision-making.

Client Relationship Management

Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of satisfaction.

Customer Complaint Analysis

Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer experience.

Price Quotes & Documentation Support

Prepare and share price quotes with accuracy and alignment to client requirements.
Assist with basic insurance-related documentation, policy updates, and follow-ups (where applicable).

Operational & CRM Support

Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Track tasks, follow-ups, and client requests to ensure timely execution.

WHAT WE’RE LOOKING FOR

Qualification: A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
Fluency in Spanish and English (written and verbal) is mandatory.
Strong interpersonal and communication skills.
Detail-oriented with the ability to manage multiple tasks and deadlines.
Entry-level or minimal experience in client-facing roles, with a service-oriented mindset.
Experience working with a US-based insurance client is a plus.
Familiarity with CRM tools and virtual work environments is preferred.
Willingness to learn, adapt, and grow.