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