This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bilingual Customer Experience Specialist based in India.
This role is focused on delivering exceptional, high-quality support to Spanish and English-speaking customers and insurance agents within a fast-paced, digitally driven environment. You will act as a key point of contact for agents and partners, ensuring clarity, accuracy, and empathy across every interaction. The position involves handling complex queries related to policy information, commissions, and contracts while maintaining a strong focus on service excellence. You will work across multiple communication channels, including chat, email, phone, and SMS, to resolve issues efficiently. This is a fully remote role aligned with US working hours, requiring strong adaptability and responsiveness. It is an opportunity to contribute directly to a mission-driven organization transforming the life insurance experience through technology and customer-centric innovation.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bilingual Customer Experience Specialist based in India.
This role is focused on delivering exceptional, high-quality support to Spanish and English-speaking customers and insurance agents within a fast-paced, digitally driven environment. You will act as a key point of contact for agents and partners, ensuring clarity, accuracy, and empathy across every interaction. The position involves handling complex queries related to policy information, commissions, and contracts while maintaining a strong focus on service excellence. You will work across multiple communication channels, including chat, email, phone, and SMS, to resolve issues efficiently. This is a fully remote role aligned with US working hours, requiring strong adaptability and responsiveness. It is an opportunity to contribute directly to a mission-driven organization transforming the life insurance experience through technology and customer-centric innovation.
Accountabilities:
- Deliver high-quality multilingual customer support across Spanish and English channels (email, chat, phone, SMS), ensuring timely, accurate, and empathetic responses.
- Manage and resolve inquiries related to insurance policies, agent compensation, contract details, and account status with a strong focus on precision.
- Navigate internal systems to access consumer policy data and partner/agent platforms, ensuring data accuracy and proper documentation.
- Build strong product and process knowledge to support agents effectively and serve as a reliable point of contact for complex queries.
- Identify customer and agent needs, process requests efficiently, and ensure adherence to defined service levels and KPIs.
- Collaborate with internal teams and account managers to support issue resolution and improve customer experience outcomes.
- Identify process gaps and suggest improvements to enhance service efficiency and overall support quality.
- 1–3 years of experience in customer support, customer success, operations, or a related client-facing role.
- Full professional fluency in Spanish and English (written and spoken), with at least B2 Spanish and C1 English proficiency or equivalent.
- Strong attention to detail, particularly when handling financial, contractual, or policy-related information.
- Excellent communication skills with the ability to simplify complex topics for customers and partners.
- Ability to multitask, prioritize effectively, and manage time in a high-volume support environment.
- Experience with CRM or ticketing tools such as Salesforce or similar platforms is an advantage.
- Strong adaptability, resilience, and problem-solving mindset with a customer-first approach.
- Fully remote position based in India
- Fixed working schedule aligned with US Central Time (8 AM – 6 PM CDT)
- Opportunity to work in a fast-growing, technology-driven insurance environment
- Exposure to international customers and bilingual communication workflows
- Skill development in customer success, operations, and insurance technology
- Collaborative and mission-driven work culture focused on customer impact
- Career growth opportunities in customer experience and support operations.
Requirements
This role requires strong bilingual communication skills, attention to detail, and the ability to manage complex information in a structured and customer-focused way. The ideal candidate thrives in fast-paced environments, demonstrates strong problem-solving abilities, and is comfortable working independently while collaborating with cross-functional teams.