Job Overview

You’ll play a crucial role in maintaining client relationships by conducting follow-up calls for billing and documentation needs. This is an excellent opportunity to use your bilingual communication skills in a structured environment where your friendly personality will be valued and appreciated. You’ll work with organized systems and clear processes, making this perfect for someone who enjoys systematic work with meaningful client interactions. 

Schedule

• Monday - Friday, 9:00 AM - 5:00 PM, Pacific Time (California), with 30-minute unpaid (40 work hours per week)

Responsibilities

• Call clients to remind them about billing payments and follow up until payments are received
• Contact clients regarding required billing documents and administrative needs
• Work systematically through prioritized client lists organized by renewal dates
• Conduct follow-up calls in both Spanish and English based on client preferences
• Provide general administrative support for client account management
• Maintain detailed records of client interactions and follow-up requirements
• Support billing processes and document collection workflows
• Communicate with clients using a friendly, professional approach that reflects the agency’s reputation
• Sales call offering insurance policies to prospects

Requirements

• Fluent in both Spanish and English no accent (bilingual communication required)
• Educational background or equivalent experience
• Clear communication (Professional fluency)
• Strong follow-up skills and persistence in a professional manner
• Willingness to learn and be trained on Google-based systems and insurance processes
• Bonus if you have insurance industry experience or a customer service background
• It helps if you’re comfortable with systematic, organized work processes

Independent Contractor Perks:

• Health Insurance Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring

Note

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.