Insurance Associate

🕒 May 20

🌐 Peru, Guatemala, +1 more countries – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

👻 Ghost score 56%

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Logo of Savvital

Savvital

51 - 200 employees

🏗️ Construction

🏠 Real Estate

🛡️ Insurance

Construction • Real Estate • Insurance

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market. The company specializes in real estate, mortgage, general business, insurance, and construction, enabling clients to build their future through customized solutions. Savvital's mission is to offer affordable options through strategic task delegation, helping companies grow while emphasizing a human touch in their operations.

📋 Description

• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers • Review coverage options, pricing, and underwriting requirements for accuracy and compliance • Assist with policy endorsements, renewals, cancellations, and general servicing requests • Support agents with documentation, follow-ups, and policy-related inquiries • Maintain and update client records in CRM systems • Track policy statuses, renewals, and follow-up activities • Communicate with insurance carriers regarding quotes, policy updates, and clarifications • Navigate carrier portals to retrieve documents and submit required information • Handle routine client communications via email and internal systems • Organize insurance documents, proposals, and policy files • Support internal teams with reporting, data entry, and workflow management

🎯 Requirements

• A 4-Year Bachelor’s degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations • Prior experience working in the insurance industry, with personal and/or commercial lines preferred • Entry-level or minimal experience in client-facing or insurance support roles • Strong interpersonal and communication skills, both written and verbal • High attention to detail with the ability to manage multiple tasks and deadlines • Willingness to learn, adapt, and grow within insurance operations and client services • Comfortable working with CRM systems and carrier portals

🏖️ Benefits

• Allowances for internet, electricity, and wellbeing • Medical insurance coverage for you • Performance-based bonuses • Annual bonuses and increments • Company-wide success bonuses

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