Bilingual Customer Support Pro (Spanish/English)

Frank Winston Crum Insurance; Clearwater (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) Match

Paid time off

Education Benefit Program

PTO cash out

Disaster Relief Fund

Job summary

FrankCrum is hiring a full-time Bilingual Customer Support Specialist to provide excellent service to our policyholders. You will assist insureds, agents and others, maintain accurate documentation, and support monthly journal entries and reconciliations.

The role requires bilingual Spanish-English communication and prior accounting/admin experience. The position emphasizes relationship-building, process improvement, and cross-functional collaboration in a dynamic team environment at FrankCrum’s

Qualifications

• Two years of related accounting, administrative and customer service experience.
• Two years of active use of required technology in work environment (Visio, MS Office Suite, Access, Data Mapping, Call center software (ACD, IVR,CTI)).
• Bachelor’s degree preferred in accounting, finance, insurance, business, or closely related field.

Responsibilities

• Assists insureds, agents and others in a manner that fosters enriched relationships with these customers and provides accurate solutions.
• Systematically reflects on what is working and how to achieve better results.
• Documents process and procedures, researches methodology, diagrams workflows and tracks projects.
• Analyzes and recommends changes in processes; tracks changes and maintains pre and post change documentation.
• Assists with general questions, payments, and inquiries regarding policies and the related commissions, ordering policy audits, tracking and communicating audit progress.
• Organization and filing policy documents and information.
• Assists with issuing refund and commission checks.
• Assists with the preparation of monthly journal entries by gathering claims details from third party administrators and various bank statements and assembling the data for review by management.
• Assists with reconciliations for GAAP and STAT reporting.
• Assists with accounts payable processing and the monitoring of accounts receivables balances.

Skills

Customer service

Spanish bilingual

Education

Bachelor's degree preferred

Tools

Visio

MS Office Suite

Access

Data Mapping

Call center software (ACD/IVR/CTI)

Job description

FrankCrum is hiring a full-time Bilingual Customer Support Specialist to provide excellent service to our policyholders. You will assist insureds, agents and others, maintain accurate documentation, and support monthly journal entries and reconciliations.

The role requires bilingual Spanish-English communication and prior accounting/admin experience. The position emphasizes relationship-building, process improvement, and cross-functional collaboration in a dynamic team environment at FrankCrum’s