Bilingual Life Insurance Support Associate (Spanish/English)

Tailored Management; Grandview Heights (OH); Hybrid; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical Coverage

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

Accident Insurance

Employee Assistance Program

Job summary

Tailored Management is seeking a Bilingual Financial Services Representative – Life New Business to join our client’s Columbus-area team. The role requires fluent Spanish and English and handles inquiries, transactions and contract interpretations for policyholders and brokers in a fast-paced environment.

Initial weeks are onsite with training, followed by a hybrid schedule. A college degree is preferred and relevant experience in life insurance industry practices is valued.

Qualifications

• Bilingual in Spanish and English (read, write, and speak).
• Experience in office practices and customer service settings.
• Familiarity with information systems used in insurance and financial services.
• Strong written and verbal communication with customers, agents, and management.

Responsibilities

• Respond to inquiries from customers, brokers, agents, and government agencies in writing and speech.
• Process financial transactions and contract-related requests per policy provisions and rules.
• Explain contract provisions for current and historical products to stakeholders.
• Review and resolve routine processing errors; escalate complex cases as needed.

Skills

Fluency in Spanish and English

General office practices

Information systems in insurance

Communication skills

Problem solving

Education

College degree preferred

High school diploma required

Job description

Tailored Management is seeking a Bilingual Financial Services Representative – Life New Business to join our client’s Columbus-area team. The role requires fluent Spanish and English and handles inquiries, transactions and contract interpretations for policyholders and brokers in a fast-paced environment.

Initial weeks are onsite with training, followed by a hybrid schedule. A college degree is preferred and relevant experience in life insurance industry practices is valued.