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 eco-system that resonates with the human touch every business needs.
ABOUT THE ROLEAs a Bilingual Insurance Associate - Client Services at Savvital, you will support insurance professionals by managing day-to-day policy servicing and client operations across personal and commercial lines. This role is ideal for detail-oriented individuals with prior insurance exposure who are comfortable working with multiple carriers, handling quotes and requotes, and maintaining accurate CRM records in a fast-paced, virtual environment.
WHAT YOU’LL BE DOINGInsurance Quoting & Requoting
- Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
- Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance.
Policy Servicing & Support
- Assist with policy endorsements, renewals, cancellations, and general servicing requests.
- Support agents with documentation, follow-ups, and policy-related inquiries.
CRM Management
- Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
- Track policy statuses, renewals, and follow-up activities to ensure timely servicing.
Carrier Coordination
- Communicate with insurance carriers for quotes, policy updates, and clarifications.
- Navigate carrier portals to retrieve documents and submit required information.
Client Communication
- Act as a point of contact for routine client communications via email and internal systems.
- Ensure timely, professional, and clear communication aligned with client and compliance standards.
Administrative & Operational Support
- Organize insurance documents, proposals, and policy files.
- Support internal teams with reporting, data entry, and workflow management.
- Bilingual Proficiency: Must be fluent in both English and Spanish to support a client base that is ~60% Spanish-speaking.
- Qualification: A 4-Year Bachelor’s degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
- Prior experience working in the insurance industry (personal and/or commercial lines preferred).
- Entry-level or minimal experience in client-facing or insurance support roles.
- Strong interpersonal and communication skills, both written and verbal.
- High attention to detail with the ability to manage multiple tasks and deadlines.
- Willingness to learn, adapt, and grow within insurance operations and client services.
- Comfortable working with CRM systems and carrier portals.
- Base Salary: Market competitive.
- Allowances: Internet, electricity, and wellbeing.
- Performance-based bonuses.
- Annual bonuses and increments.
- Company-wide success bonuses.
Skills Required
- Fluent in English and Spanish
- Comfortable working with CRM systems
- Comfortable navigating insurance carrier portals
- Entry-level or minimal experience in client-facing or insurance support roles
- Prior insurance industry experience (personal and/or commercial lines)
- Strong written and verbal communication skills
- High attention to detail and ability to manage multiple tasks and deadlines
- Willingness to learn and adapt within insurance operations
- Bachelor's degree (4-year) preferred, ideally in Accounting, Finance, Business, Economics, or PR
What We Do
Savvital is a virtual assistant agency that helps companies grow by offloading time-consuming tasks to dedicated, highly trained remote professionals, providing affordable and reliable support.
