Bilingual

• Assess the needs of the client and apply sound judgment when reviewing, modifying, and adding coverage to policies while providing protection guidance and advice to the client as required.
• Create an effortless experience for our clients.
• Communicate with clients by phone, email, chat and/or other method as required.
• Process requested changes or renewals.
• Actively pursue opportunities to retain and account-round client policies.
• Provide claim counseling and assistance to the client within company guidelines.
• Maintain a working knowledge of all applicable portals, customer relationship management systems, and policy management systems.
• Document all details of client requests and conversations in the appropriate system.
• Refer files requiring approval to the designated individual with recommendations for handling.
• Exhibit accountability with regard to readiness in handling client contact opportunities.
• Receptive to ongoing coaching and training provided and make use of self-coaching tools where available.

Bilingual Service Broker

Bilingual Virtual Engagement Associate

Bilingual Customer Service Representative – Automotive

Bilingual Spanish Service Center Representative

Bilingual Document Specialist