Bilingual Customer Support Specialist for a Growing Team!

Frank Winston Crum InsuranceClearwater, FL
4d

About The Position

We are eager to announce a full-time Bilingual Customer Support Specialist position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by providing excellent customer service to our policy holders. Assists insureds, agents and others in a manner that fosters enriched relationships with these customers and provides accurate solutions. Systematically reflects on what is working and how to achieve better results. Documents process and procedures, researches methodology, diagrams workflows and tracks projects. Analyzes and recommends changes in processes; tracks changes and maintains pre and post change documentation. Assists with general questions, payments, and inquiries regarding policies and the related commissions, ordering policy audits, tracking and communicating audit progress. Organization and filing policy documents and information. Assists with issuing refund and commission checks. Assists with the preparation of monthly journal entries by gathering claims details from third party administrators and various bank statements and assembling the data for review by management. Assists with reconciliations for GAAP and STAT reporting. Assists with accounts payable processing and the monitoring of accounts receivables balances.

Requirements

  • Two (2) years of related accounting, administrative and customer service experience.
  • Two (2) years of active use of required technology in work environment (Visio, MS Office Suite, Access, Data Mapping, Call center software (ACD, IVR,CTI).
  • Detail oriented with ability to multi-task in a dynamic environment, working in teams or independently.
  • Required Spanish Bilingual. Ability to speak, understand, and write in Spanish and English.

Nice To Haves

  • Bachelor’s degree preferred in accounting, finance, insurance, business, or closely related field. Years’ experience in closely related work may be substituted in lieu of degree.

Responsibilities

  • Assists insureds, agents and others in a manner that fosters enriched relationships with these customers and provides accurate solutions.
  • Systematically reflects on what is working and how to achieve better results.
  • Documents process and procedures, researches methodology, diagrams workflows and tracks projects.
  • Analyzes and recommends changes in processes; tracks changes and maintains pre and post change documentation.
  • Assists with general questions, payments, and inquiries regarding policies and the related commissions, ordering policy audits, tracking and communicating audit progress.
  • Organization and filing policy documents and information.
  • Assists with issuing refund and commission checks.
  • Assists with the preparation of monthly journal entries by gathering claims details from third party administrators and various bank statements and assembling the data for review by management.
  • Assists with reconciliations for GAAP and STAT reporting.
  • Assists with accounts payable processing and the monitoring of accounts receivables balances.

Benefits

  • Health Insurance is zero dollar paycheck cost for employee's coverage and only one-hundred-fifty dollar a month for family!
  • Dental and Vision Insurance
  • Short Term Disability and Term Life Insurance at no cost to the employee
  • Long Term Disability and Voluntary Term Life Insurance
  • Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
  • 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
  • Employee Assistance Program at no cost to the employee
  • Flexible Spending Accounts for Medical and Dependent Care Reimbursement
  • Health Savings Account funded by FrankCrum
  • Paid time off and holiday pay
  • Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
  • PTO cash out
  • Tickets at Work
  • Access to the Corporate America Family Credit Union
  • Employee and client referral bonus programs
  • Paid volunteer time
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