Bilingual Customer Support Specialist

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 a Top Workplace!

Frank Winston Crum Insurance (FWCI) issues Workers’ Compensation and General Liability policies by offering flexible coverage and payment options to meet the varied needs of businesses. Over the years, FWCI has grown from a single-state insurance carrier to one that is licensed in 42 states and continues to expand. In addition to regional and product line growth, FWCI has enhanced its value-added services. What has not changed though is the firm's commitment – echoed throughout the family of companies – “always to do the right things for the right reasons!”

Click here to learn more about FrankCrum!

The Role You’ll Play to Create Success

We are eager to announce a full-time BilingualCustomer Support Specialist position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by providing excellent customer service to our policy holders.

1. Assists insureds, agents and others in a manner that fosters enriched relationships with these customers and provides accurate solutions.
2. Systematically reflects on what is working and how to achieve better results.
3. Documents process and procedures, researches methodology, diagrams workflows and tracks projects.
4. Analyzes and recommends changes in processes; tracks changes and maintains pre and post change documentation.
5. Assists with general questions, payments, and inquiries regarding policies and the related commissions, ordering policy audits, tracking and communicating audit progress.
6. Organization and filing policy documents and information.
7. Assists with issuing refund and commission checks.
8. 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.
9. Assists with reconciliations for GAAP and STAT reporting.
10. Assists with accounts payable processing and the monitoring of accounts receivables balances.

The Attributes We Seek

1. Two (2) years of related accounting, administrative and customer service experience.
2. Two (2) years of active use of required technology in work environment (Visio, MS Office Suite, Access, Data Mapping, Call center software (ACD, IVR,CTI).
3. Bachelor’s degree preferred in accounting, finance, insurance, business, or closely related field. Years’ experience in closely related work may be substituted in lieu of degree.
4. Detail oriented with ability to multi-task in a dynamic environment, working in teams or independently.
5. Required Spanish Bilingual. Ability to speak, understand, and write in Spanish and English.

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

1. Health Insurance is just twenty-five dollars per month for employee only coverage and a very low cost for family levels.
2. Dental and Vision Insurance
3. Short Term Disability and Term Life Insurance at no cost to the employee
4. Long Term Disability and Voluntary Term Life Insurance
5. Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
6. 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
7. Flexible Spending Accounts for Medical and Dependent Care Reimbursement
8. Health Savings Account funded by FrankCrum
9. Paid time off and holiday pay
10. Education Benefit Program at the IRS Maximum allowance
11. PTO cash out
12. Tickets at Work
13. Alero Financial and its robust credit union benefits program
14. Employee and client referral bonus programs
15. Disaster Relief Fund for employees

What’s Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This “family of employer solutions” employs approximately 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Café, the Homeless Empowerment Program, and Clearwater Free Clinic!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. #LI-GH1