
Spanish Associate – Client Services
Posted May 2

Posted May 2
This is a fully remote position, open to applicants in Guatemala.
• Execute general administrative duties, including the management of calendars and appointment scheduling.
• Serve as a point of contact between clients and internal teams, managing email communications and ensuring timely and accurate correspondence in both English and Spanish.
• Assist in organizing virtual meetings by scheduling, sending invitations, and preparing required materials.
• Effectively prioritize tasks and manage time to meet client deadlines and expectations.
• Conduct research on various assigned topics, providing pertinent insights to support decision-making.
• Develop and sustain positive relationships with clients, understanding their needs to ensure a high level of satisfaction.
• Evaluate customer complaints, identify root causes, and propose effective solutions to improve the customer experience.
• Accurately prepare and deliver price quotes that align with client requirements.
• Support basic insurance-related documentation, policy updates, and follow-ups when applicable.
• Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
• Monitor tasks, follow-ups, and client requests to guarantee timely execution.
• A Bachelor's degree in Accounting & Finance, Business Studies, Economics, or Public Relations is preferred.
• Proficiency in Spanish and English (both written and verbal) is essential.
• Strong interpersonal and communication abilities.
• Detail-oriented with the capacity to manage multiple tasks and meet deadlines.
• Entry-level or minimal experience in client-facing roles, demonstrating a service-oriented approach.
• Experience with a US-based insurance client is advantageous.
• Familiarity with CRM tools and virtual work environments is desirable.
• A willingness to learn, adapt, and grow.
• Medical Insurance for you.
• Performance-based bonuses.
• Annual bonuses and increments.
• Company-wide success bonuses.
• Allowances for Internet, Electricity, and Wellbeing.
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