We are seeking a detail-oriented and bilingual (Spanish/English) Back-Office Support Specialist to join our team. This role plays a key part in ensuring smooth communication with clients and accurate policy servicing. The ideal candidate has experience in insurance operations, strong organizational skills, and a proactive, client-focused attitude. Experience in Property and Casualty insurance is required.

Key Responsibilities:

• Communicate with clients via text and email in both Spanish and English regarding pending documents or required actions on their property and casualty insurance policies
• Monitor and respond to incoming client requests for policy endorsements
• Issue Certificates of Insurance (COIs) for commercial clients upon request
• Perform accurate data entry and maintain up-to-date documentation in the agency management system
• Track carrier communications for cancellation notices and underwriting requirements, and relay them promptly to clients
• Support daily agency operations by handling time-sensitive service tasks efficiently
• Provide outstanding service and maintain a professional, solution-oriented approach in all interactions
• Follow up proactively with commercial accounts approaching renewal
• Maintain consistent communication with insureds to update contact details and risk information
• Prepare renewal files thoroughly so that commercial producers can efficiently take over and re-market the policy

Requirements:

• Bilingual: Fluent in Spanish and English (verbal and written)
• Experience in Property and Casualty insurance is required
• Experience with EZLynx or similar insurance management software.
• Strong organizational and time-management skills
• High attention to detail and data accuracy
• Proficient with email communication and digital tools
• Customer service-oriented mindset with the ability to work independently
• Familiarity with Podium or similar client communication tools (e.g., texting platforms for business).