Experior Financial Group ยท 2 days ago
Bilingual Client Services Administrator (English/ Spanish)
United States
Full-time
Remote
New Grad, Entry LevelExperior Financial Group Inc. is seeking a highly motivated Bilingual Client Services Administrator who excels in both collaborative and independent settings. This role involves managing client interactions, working with insurance providers, and supporting the sales force, all while maintaining a positive work environment.
Financial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Work with insurance providers to connect clients with new financial associates
Communicate between clients, agents, and insurance providers to transfer enforce policies
Establish solid working relationships with the sales force and support them with processing client applications
Review client transfer forms to ensure completion and required agent codes are included
Maintain and update department process manual
Perform other duties pertaining to the Client Services department requested by your immediate manager
Qualification
Required
Prior experience in office administration is required
Professional proficiency in Spanish and English is required
Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels
Friendly and approachable demeanor, capable of building rapport while explaining complex information
Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments
Technically proficient, with the ability to quickly learn and adapt to new software and systems
Calm and solution-oriented under pressure, maintaining a positive and proactive approach
Strong critical thinking and problem-solving abilities
Reliable, trustworthy, and committed to accuracy and attention to detail
Demonstrates accountability, ownership of responsibilities, and openness to feedback
Must reside and be authorized to work in the USA
Preferred
Background in an IMO or insurance sector is a plus
Benefits
Work-life balance with paid vacation and sick days
Competitive compensation
Comprehensive medical, dental, and vision benefits
Flexible work options: on-site remote, and hybrid
Career growth and development opportunities
Diverse team environment
Straight day shifts with no weekends
Company events and celebrations
Tuition reimbursement
Company-provided equipment
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Debra F. Davis
CEO of Rise Ujamaa Inc.
Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase