Spanish Associate – Client Services (Peru)

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.

As an Associate Client Services (Spanish) - Peru at Savvital, you will play a key role in providing administrative and operational support to our clients. This position offers an exciting opportunity for individuals with strong organizational skills, attention to detail, and a passion for delivering exceptional client services in a virtual environment.

You will also support clients in the insurance domain, assisting with basic policy servicing, documentation, and coordination tasks. This role is ideal for candidates who are fluent in Spanish and comfortable working with international clients. Prior experience with US-based insurance clients will be considered a strong advantage.

• Perform general administrative tasks such as managing calendars and scheduling appointments.

• Act as a liaison between clients and internal teams, handling email correspondence and ensuring timely, accurate communication in both English and Spanish.

• Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.

• Prioritize tasks and manage time effectively to meet client deadlines and expectations.

• Conduct research on diverse topics as assigned, providing relevant insights for decision-making.

• Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of satisfaction.

• Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer experience.

• Prepare and share price quotes with accuracy and alignment to client requirements.
• Assist with basic insurance-related documentation, policy updates, and follow-ups (where applicable).

• Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
• Track tasks, follow-ups, and client requests to ensure timely execution.

• Qualification: A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
• Fluency in Spanish and English (written and verbal) is mandatory.
• Strong interpersonal and communication skills.
• Detail-oriented with the ability to manage multiple tasks and deadlines.
• Entry-level or minimal experience in client-facing roles, with a service-oriented mindset.
• Experience working with a US-based insurance client is a plus.
• Familiarity with CRM tools and virtual work environments is preferred.
• Willingness to learn, adapt, and grow.