Client Services Coordinator (Bilingual)

ManhattanLife Insurance and Annuity Company; Houston (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible schedules

Shortened hours on Fridays

Free parking

Company-wide events

LOMA testing

Wellness program

Job summary

ManhattanLife Insurance and Annuity Company in Houston, TX is seeking a Client Services Coordinator (Bilingual) to provide exceptional service to international policyholders and agents. You will process policy servicing, payments, and changes, while maintaining accurate records in a dynamic office environment.

The ideal candidate has a bachelor's degree in business or related field and strong bilingual communication skills in English and Spanish or Portuguese.

Qualifications

• Bachelor’s degree in Business Administration, Finance or related field.
• Bilingual required (Spanish or Portuguese preferred).
• Strong bilingual verbal and written communication skills.
• Ability to multi-task and manage time effectively.
• Dependable and flexible with a professional attitude.
• Prior experience with life insurance or investment products is beneficial.
• Proficient with Microsoft Office, Teams, Webex, IBM AS400, AdminSeg and SharePoint.

Responsibilities

• Process servicing requests for in-force international policies.
• Respond to agent and policyholder inquiries professionally and promptly.
• Process premium payments, withdrawals, and policy transactions.
• Coordinate policy changes, reinstatements and other admin requests.
• Maintain accurate policy records and supporting documentation.
• Assist with testing of administrative systems and enhancements.
• Identify operational issues and recommend improvements.
• Provide backup support during peak workloads.
• Coordinate with internal departments to resolve policy administration issues.
• Adhere to company procedures and service standards.
• Perform other duties as assigned.

Skills

Bilingual communication

Time management

Dependable

Professionalism

Process improvement

Life insurance

Office software proficiency

Education

Bachelor's degree in Business Administration / Finance or related field

Tools

Microsoft Office

Teams

Webex

IBM AS400

SharePoint

AdminSeg

Job description

Client Services Coordinator (Bilingual)

ManhattanLife Insurance and Annuity Company Houston, Texas, United States

About this position

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.

Scope and Purpose:

We are seeking a Junior International Policy Services Representative for our growing international team. The ideal candidate will provide exceptional service and operational support to international policyholders, agents, and internal departments by administering in-force policies and supporting day-to-day policy operations.

Duties and Responsibilities:

• Process servicing requests for in-force international insurance policies.
• Respond to agent and policyholder inquiries in a professional and timely manner.
• Process premium payments, withdrawals, and other policy transactions.
• Coordinate policy changes, reinstatements, and other administrative requests.
• Maintain accurate policy records and supporting documentation.
• Assist with testing of administrative systems, enhancements, and new functionality.
• Identify operational issues and recommend process improvements.
• Provide backup support for new business process improvements.
• Provide backup support for new business processing during peak workloads or staff absences.
• Coordinate with internal departments to resolve policy administration issues.
• Ensure adherence to Company procedures and service standards.
• Perform other duties and special projects as assigned by the supervisor.

Minimum Qualifications:

Bachelor’s degree in Business Administration, Finance or in a related field. Bilingual required, Spanish or Portuguese preferred .

Knowledge, Skills and Abilities:

• Must have strong bilingual verbal and written communication skills.
• Ability to multi-task, set priorities, and manage time effectively.
• Must be dependable and flexible.
• Maintain a professional attitude in challenging situations.
• Ability to complete tasks independently with minimal supervision and errors.
• Must be able to prioritize and discern when items must be escalated.
• Have a knack for improving processes and procedures.
• Experience with life insurance or investment products is beneficial.
• Proficient technical skills using various programs and applications such as Microsoft Office, Teams, Webex, IBM AS400, AdminSeg, SharePoint, etc.

Travel Requirements:

This position may require light travel within a ten-mile radius from one office location to another as needed.

Professional Development:

• Establish annual objectives for professional growth.
• Keep pace with developments in the discipline.
• Learn and apply technologies that support professional and personal growth.
• Participate in the evaluation process.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.

AAP/EEO Statement:

ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.