About the Role

We are seeking, on behalf of one of our clients, a highly motivated Policyholder & Enrollment Specialist. This position plays a key role in supporting new customers through the enrollment process and ensuring an excellent service experience. To be successful, the Specialist must demonstrate strong communication skills, a friendly and professional demeanor, and impeccable phone etiquette. The ideal candidate will be a clear communicator with the ability to build and nurture relationships in a virtual environment

What You Will Do

Customer Service & Communication

• Respond to questions, resolve issues, and provide detailed information on requirements and processes.
• Guide and correspond with applicants and prospective customers.
• Manage incoming calls, emails, and other correspondence.
• Provide clerical support and process requests via telephone, email, fax, or letter.
• Promote customer retention using service recovery strategies by explaining policy benefits, provisions, and settlement options.

Application & Enrollment Processing

• Ensure applications are accurate and complete with all required documentation.
• Process enrollments and schedule meetings with applicants.

Data Entry & Record Management

• Enter, update, and review records in internal systems.
• Maintain customer databases and prepare documentation.
• Research and update customer information.

Policy & Account Management

• Process policy updates, beneficiary changes, ownership transfers, and address changes.
• Manage requests from policyholders, associates, and internal departments.
• Research accounting history as needed.

Billing & Financial Processing

• Assist with billing matters and payment processing.

Reporting & Administrative Support

• Prepare and submit reports as required.
• Provide project and administrative support.
• Perform additional duties as assigned by leadership.

What You Need to Succeed

• High school diploma or GED (required).
• Proficiency in Portuguese; intermediate proficiency in Spanish and English.
• Reliable internet connection (wired preferred).
• Strong communication and interpersonal skills.
• High attention to detail and accuracy.
• Ability to multitask and prioritize effectively.
• Comfortable following both written and verbal instructions.
• Proficient in Microsoft Word, Excel, and Outlook.
• Strong numerical ability for accurate calculations.
• Previous experience in data entry or enrollment-based roles (preferred).