Bilingual Administrative Assistant (English/ Spanish)

Experior Financial

107d • $26 - $27

About The Position

Experior Financial Group Inc. is seeking a highly motivated Bilingual Administrative Assistant who excels in both collaborative and independent settings and can effectively manage multiple tasks. This role offers stimulating challenges and opportunities for skill development. The ideal candidate is adaptable, enjoys client interaction, and places a high value on attention to detail. As a team member, you will thrive in a dynamic and positive work environment where fun and professionalism go hand in hand. Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence.

Requirements

• Prior experience in office administration is required.
• Professional proficiency in Spanish and English is required.
• Experience in the insurance industry, with an IMO or insurance carrier, is a strong asset.
• Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.
• High attention to detail and accuracy in reviewing and processing documentation.
• Excellent written and verbal communication skills.
• Friendly and professional demeanor with the ability to explain information clearly.
• Technically proficient with Microsoft Office (especially Excel) and a quick learner of new systems and tools.
• Reliable, proactive, and comfortable working independently or as part of a team.
• Demonstrates accountability, ownership of responsibilities, and openness to feedback.
• Must reside and be authorized to work in the USA.

Nice To Haves

• Experience in the insurance industry, with an IMO or insurance carrier, is a strong asset.

Responsibilities

• Provide administrative support ensuring smooth daily operations and effective coordination.
• Maintain, update, and organize records and documentation, including client files, agent applications, and licensing information, in accordance with company and regulatory standards.
• Review, process, and verify the accuracy and completeness of client transfer forms, licensing documents, and contracting applications to ensure compliance with internal policies and insurance carrier requirements.
• Act as a central point of communication between clients, agents, insurance providers, and internal teams, facilitating timely responses and clear information exchange.
• Assist with the collection, entry, and management of operational data, ensuring accuracy and confidentiality.
• Respond to a variety of administrative inquiries via phone, tickets and email in a professional and timely manner, escalating complex issues as needed and ensuring consistent follow-through.
• Preparing documentation, coordinating communications, and ensuring all materials are submitted and processed correctly.
• Identify and recommend process improvements to enhance administrative workflows, increase departmental efficiency, and support scalable operations.
• Stay up to date with internal procedures, insurance carrier guidelines, and compliance requirements to ensure accuracy in processing and communications.
• Perform a variety of general administrative tasks, including file management, data entry, report preparation, scheduling assistance, and other duties as assigned by your manager.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees