US INSURANCE SPECIALIST – SPANISH SPEAKING

Role ID : 1084

US INSURANCE SPECIALIST – SPANISH SPEAKING

Role ID : 1084    28-Sep-2026

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Position Summary

The US Insurance Specialist will support Account Managers and Producers with administrative and client service tasks related to U.S. Property & Casualty (P&C) and Commercial Lines insurance. The ideal candidate has a strong understanding of insurance terminology and processes, excellent communication skills, and strong attention to detail.

Key Responsibilities

  • Process Certificates of Insurance (COIs), Evidence of Insurance, and Auto ID Cards.

  • Assist with processing and reviewing endorsements and policy documents.

  • Prepare and review insurance-related documentation for accuracy and completeness.

  • Request loss runs based on expiration lists.

  • Enroll and maintain accounts in the Agency Management System.

  • Add applications and related information to the Marketing Module.

  • Provide administrative and clerical support to Account Managers and Producers.

  • Maintain accurate and organized client and policy records.

  • Assist with other insurance-related tasks as needed to support efficient client service.

Qualifications & Experience

  • Experience in the U.S. insurance industry is preferred.

  • Background in Commercial Lines and/or Property & Casualty insurance is highly valuable.

  • Experience working with nationally recognized insurance carriers or insurance agencies is a plus.

  • A 4-year college degree is preferred but not required.

  • Strong understanding of U.S. insurance policies, procedures, and terminology.

Language Requirements

  • Fluent Spanish, with the ability to communicate effectively with Spanish-speaking clients.

  • Excellent English communication skills, both written and verbal.

  • Strong interpersonal and cultural awareness when working with diverse clients and teams.

Key Skills

  • Customer Service: Strong customer service, problem-solving, and conflict-resolution skills.

  • Organization: Highly organized and detail-oriented, with the ability to manage multiple tasks accurately.

  • Time Management: Able to prioritize tasks, meet deadlines, and work efficiently in a fast-paced environment.

  • Attention to Detail: Strong focus on accuracy when handling insurance documents, policies, and client information.

  • Adaptability: Willingness to learn new processes, systems, insurance products, and regulations.

  • Confidentiality: Demonstrates professionalism and maintains high standards of confidentiality and data protection.

  • Technical Skills: Proficiency with insurance and business software, including Applied Epic, Indio, AMS360 and Excel, and digital communication tools.