Experior Financial Group logo
Experior Financial Group

Building financial foundations for families to empower them today and leave a legacy for tomorrow.

Bilingual Client Services Administrator – English/Spanish

Location

United States

Posted

2 days ago

Salary

$54.1K / year

Seniority

Senior

High SchoolEnglishSpanish

Job Description

• Work with insurance providers to connect clients with new financial associates. • Communicate between clients, agents, and insurance providers to transfer enforce policies. • Establish solid working relationships with the sales force and support them with processing client applications. • Review client transfer forms to ensure completion and required agent codes are included. • Maintain and update department process manual. • Perform other duties pertaining to the Client Services department requested by your immediate manager.

Job Requirements

  • Prior experience in office administration is required.
  • Professional proficiency in Spanish and English is required.
  • Background in an IMO or insurance sector is a plus.
  • Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels.
  • Friendly and approachable demeanor, capable of building rapport while explaining complex information.
  • Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments.
  • Technically proficient, with the ability to quickly learn and adapt to new software and systems.
  • Calm and solution-oriented under pressure, maintaining a positive and proactive approach.
  • Strong critical thinking and problem-solving abilities.
  • Reliable, trustworthy, and committed to accuracy and attention to detail.
  • Demonstrates accountability, ownership of responsibilities, and openness to feedback.
  • Must reside and be authorized to work in the USA.

Benefits

  • Work-life balance with paid vacation and sick days
  • Competitive compensation
  • Comprehensive medical, dental, and vision benefits
  • Flexible work options: on-site remote, and hybrid
  • Career growth and development opportunities
  • Diverse team environment
  • Straight day shifts with no weekends
  • Company events and celebrations
  • Tuition reimbursement
  • Company-provided equipment

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