The Bilingual Customer Activation Representative provides support in both customer activation and concierge services in English and Spanish. Responsibilities include resolving pending application items, collecting premiums, educating customers on policy benefits, and ensuring compliance. The role also offers real-time support to Spanish-speaking admin associates on policy and claim inquiries, helping drive customer satisfaction and sales growth in the WN independent channel. Responsible for contacting customers to follow-up and collect on pending requirements on applications and initial premium payments in a manner that promotes integrity and customer satisfaction in a timely, cost-effective manner that is complaint with state regulations and company policies. This may frequently require re-educating the consumer on the benefits of the policy. As a Bilingual Customer Activation Rep., your responsibilities will include: + Communicate with customers to follow up and collect pending requirements, including initial and follow-up premium payments. + Document all actions in the system and reschedule calls as needed to accommodate customer availability. + Make recommendations for process improvements to enhance service quality and efficiency. + Consult with internal departments (e.g., New Business, Underwriting, Customer Service) as needed to resolve customer issues. + Participate in special projects and pilot programs in collaboration with team leadership. + Analyze vendor data, provide feedback, and conduct customer outreach based on findings. + Support the quality assurance team with call audits as required. + Communicate with customers to follow-up and collect on pending requirements and initial & follow up persistence premium payments. + Document all actions taken in system and reschedule calls to meet customer needs as required. + Make recommendations for process improvement. + Consults with other areas of the company as the work demands (NB/UW, Customer Service. + Work with team leadership to take part in special projects and pilot programs. + Analyze vendor data, provide feedback based on analysis and make outreach to customers. + Support the quality assurance team on call auditing as needed. The Bilingual Customer Activation Rep. position is well suited for you: + Interact professionally with customers. + Administer insurance procedures effectively. + Demonstrate strong knowledge of insurance products. + Apply critical thinking to problem-solving. + Prioritize tasks efficiently. + Manage multiple tasks and excel in fast-paced settings. + Communicate effectively both verbally and in writing. + Exhibit strong interpersonal and organizational skills. + Practice courteous phone etiquette.