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Bilingual Client Success & Appointment Specialist (English/Spanish) – Training Provided

Chris Wiklund Insurance Servic
Open to offers

Job Overview

Bilingual Client Success & Appointment Specialist (English/Spanish) – Remote

Join a growing U.S.-based insurance agency as a Bilingual Client Success & Appointment Specialist. This remote, part-time position is perfect for motivated individuals located in Latin America who are eager to learn and grow in a supportive environment. Training will be provided, and no prior insurance experience is required.



What You'll Do

  • Make outbound calls to warm leads who have expressed interest in our services.
  • Communicate effectively with both English-speaking and Spanish-speaking families.
  • Assist with translation during live conversations as needed.
  • Build rapport with prospects and gather essential information.
  • Schedule Zoom appointments on the founder's calendar.
  • Ensure prospects attend their scheduled appointments and perform live transfers of qualified leads when appropriate.

What You Bring

  • Fluency in Spanish and English.
  • Comfort and confidence in making phone calls.
  • A friendly and professional communication style.
  • Reliability and dependability in your work.
  • Basic computer skills and the ability to learn new systems.
  • Previous experience in customer service, call center, or sales is a plus, but not required.

Nice to Have

  • Experience with appointment setting or virtual assistant work.
  • A positive attitude and eagerness to learn.

Role Details

  • Work Mode: Remote
  • Salary: $5/hr + BONUSES
  • Job Type: Part-time

If you're ready to take on a rewarding role where you can make a difference, we encourage you to apply!

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