Bilingual Small Business Assistant
About The Position
The Small Business department has an immediate opening for someone who can demonstrate WCF's values of doing the right thing, being great at your job, and helping others succeed to join their team as a full-time Bilingual Small Business Assistant. This posting is open to internal and external candidates. This is a full time, in office, front desk position from 8:00 AM to 5:00 PM Monday through Friday. The Small Business Assistant provides excellent customer service in all interactions, including the front desk, answers chat inquiries from customers and provides administrative support to small business team such as creating policies for new business and updating existing policies. The Small Business Assistant processes applications, policy changes, issuing policy packets, takes payments and updates customer contact information. This person provides back-up to main phone line, answering incoming calls, addressing questions, and transfer if necessary and makes proactive calls to prospects requesting a quote and policies scheduled for cancellation. This position is Individual contributor role supporting three to four small business underwriters.
Requirements
- Bilingual in Spanish and English required.
- Strong computer skills including proficiency in Microsoft Office Suite.
- Strong customer service and communication skills in both languages across phone, chat and in person interactions.
- Effective time management and multitasking skills.
- Ability to type at least 50 words per minute.
- Strong ability to guide customers toward informed decisions through clear, confident communication.
- Delivers high quality, thorough work with strong attention to detail and an understanding of how their role impacts the broader customer experience.
- Reliable, punctual and team oriented.
- Ability to obtain a property and casualty insurance license within the first year of employment.
- Associate's degree or equivalent work experience.
- Internal candidates should have 6 months in their current position, acceptable job performance, and must notify their current supervisor that they have applied for the position.
Responsibilities
- Provides excellent customer service in all interactions, including the front desk
- Answers chat inquiries from customers
- Provides administrative support to small business team such as creating policies for new business and updating existing policies
- Processes applications, policy changes, issuing policy packets
- Takes payments and updates customer contact information
- Provides back-up to main phone line, answering incoming calls, addressing questions, and transfer if necessary
- Makes proactive calls to prospects requesting a quote and policies scheduled for cancellation
- Supporting three to four small business underwriters
Benefits
- Medical, Dental, and Vision insurance
- Company paid life insurance
- 401K with a generous employer match
- Employee Assistance Program
- Time off to volunteer
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
