Bilingual Client Services Rep

  • Cedar Park
  • Permanent
  • Mon Feb 12 22:24:51 2018

The HT Group is partnering with an established insurance provider here in Austin who is looking for a Bilingual Client Services Rep to assist in their brand new offices!

Bilingual Client Services Rep

North Austin


$15 - $16

Starting ASAP


  • Reviews requests to ensure request is within normal guidelines and regulation
  • Researches previous transactions applied to policy and calculates amount and tax value for distribution
  • Processes transaction requests, policy changes, and financial transactions
  • Request check through nightly check batch process
  • Communicates and corresponds with internal and external customers in Spanish and English
  • Uses mainframe computer, AWD and Life Cycle to check policy status and process insured’s and agents request
  • Runs proposals for UL policies on PC
  • Calculates amount of traditional and universal life premiums owed to bring policy current
  • Serves as liaison between agents and insureds when conflicts arise
  • Perform other duties as assigned


  • Bilingual Spanish (both written and verbal)
  • High School Diploma or GED
  • Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
  • Ability to perform complex manual mathematical calculations.
  • Fluent in oral and written Spanish and English.
  • Strong organizational skills.
  • Demonstrated skill and ability in dealing with the public Knowledge and skill at applying customer service theories and practices.
  • Strong written and oral communication skills necessary

Please submit your resume in Word format if you are interested!