Insurance Associate

ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.

Our Mission is to provide an affordable solution to growing companies through strategic task delegation.

We envision creating an eco-system that resonates with the human touch every business needs.

ABOUT THE ROLE

As a Bilingual Insurance Associate - Client Services at Savvital, you will support an independent insurance agency by managing day-to-day policy servicing and client operations across personal and commercial lines, using EzLynx as the primary AMS.

This role is ideal for detail-oriented individuals with prior insurance exposure who are comfortable working with multiple carriers, handling quotes and requotes, and maintaining accurate CRM records in a fast-paced, virtual environment. A key part of this role is serving Spanish-speaking clients directly, in their preferred language, over calls and written communication.

WHAT YOU'LL BE DOING

Bilingual Client Communication

- Answer inbound calls professionally in both English and Spanish
- Make outbound calls for follow-ups, renewals, and policy updates
- Serve Spanish-speaking clients in their preferred language, building genuine rapport
- Handle general inquiries and route licensing-required questions to licensed staff
- Manage client emails and written correspondence in both languages

Insurance Quoting & Requoting

- Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
- Gather prospect information and complete initial quote intake
- Prepare and organize quote information for licensed staff review
- Assist with ACORD applications and proposal preparation
- Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance

Policy Servicing & Support (EzLynx)

- Data entry and record management in EzLynx
- Process policy changes, endorsements, renewals, cancellations, and general servicing requests
- Handle certificates of insurance, mortgagee updates, and driver/vehicle additions or removals
- Support renewal preparation and pending cancellation follow-up
- Support agents with documentation, follow-ups, and policy-related inquiries

Personal Lines Servicing

Auto:

- quote intake, vehicle/driver changes, ID cards, proof of insurance, payment assistance

Homeowners:

- property updates, mortgage changes, inspection coordination, renewal prep

Additional lines:

- condo, renters, umbrella, motorcycle, boat, RV, ATV

Commercial Lines Support

- Gather underwriting documentation and loss runs
- Prepare submission packages for licensed producers
- Underwriter and carrier follow-up
- COIs, additional insured requests, and endorsements

Carrier Coordination

- Communicate with insurance carriers for quotes, policy updates, and clarifications
- Navigate carrier portals to retrieve documents and submit required information

CRM & Administrative Support

- Maintain and update client records in CRM systems, ensuring data accuracy and completeness
- Track policy statuses, renewals, and follow-up activities to ensure timely servicing
- Scheduling, calendar management, and email triage
- Organize insurance documents, proposals, and policy files
- Support internal teams with reporting, data entry, and workflow management

WHAT WE'RE LOOKING FOR

Bilingual Proficiency

Must be fluent in both English and Spanish, spoken and written

Qualification

A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations

- Prior experience working in the insurance industry, personal and/or commercial lines preferred
- EzLynx proficiency preferred, or ability to be trained quickly
- Professional, warm phone manner, able to build trust with diverse clients over calls
- High attention to detail with the ability to manage multiple tasks and deadlines
- Reliable and proactive, able to manage follow-ups without being prompted
- Comfortable working with CRM systems and carrier portals
- Experience working with U.S. independent insurance agencies is a plus

COMPENSATION & BENEFITS

- Base Salary: Market competitive
- Allowances: Internet, electricity, and wellbeing
- Performance-based bonuses
- Annual bonuses and increments
- Company-wide success bonuses