Bilingual Associate Job Description

Bilingual Associate Job Description

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Bilingual associate provides 2nd level technical support to customers and internal staff for all Remote Service technology products and services offered.

Bilingual Associate Duties & Responsibilities

To write an effective bilingual associate job description, begin by listing detailed duties, responsibilities and expectations. We have included bilingual associate job description templates that you can modify and use.

Sample responsibilities for this position include:

When it’s time to make the sale, you’re an expert at finding just the right plan for your customer, and then making sure they’re primed for success through the customer on-boarding process
Log and follow up on all Advisor interactions relating to pre and post sale product inquires, new business, policy services, claims, underwriting and compensation
Ability to multi task using a multitude of system applications required to service each of the uniquely different Affinity products including Personal Accident, Life Cheque Basis, Health and Dental and Travel
Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends
Securities, mutual fund products, and investment industry
Maintain up-to-date knowledge of CI products, services, policies and procedures
Prioritize and manage workflow to ensure quality, efficiency, and ensure deadlines are met
Perform outreach phone calls to schedule patients for appointments
Create relationships with patients and provide excellent customer service
Answer questions and route to the appropriate personnel when necessary

Bilingual Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Bilingual Associate

List any licenses or certifications required by the position: CSM, CFP, SSL, CE, UXMC, UXC, ACE, YMCA, SWIFT, FP&A

Education for Bilingual Associate

Typically a job would require a certain level of education.

Employers hiring for the bilingual associate job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Education, Business, Associates, Communications, Finance, Child Development, Marketing, Behavioral Sciences, Accounting, Supervision

Skills for Bilingual Associate

Desired skills for bilingual associate include:

Principles and processes for providing customer service
Medical office procedures and medical terminology
Collaboration tools
Remote diagnostic and monitoring tools
Customer service acumen
Insurance industry
Offered products and servicing requirements
Products
Sale
Supporting technology

Desired experience for bilingual associate includes:

Verifying patient insurance and confirming with the Finance Department
Establish accurate values for equipment in all sales channels by contacting various sources, remarketers, vendors, brokers and sales force
Liase with Trustees and Lawyers regarding Bankruptcies
Answering phone calls, transferring calls appropriately, and relaying messages
Providing secretarial support by entering, formatting, and printing information
Filing and making copies

Bilingual Associate Examples

1

Bilingual Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of bilingual associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for bilingual associate
  • Provide exceptional service by acting as the point person for all Advisors service issues and working with the different business units to insure resolution in a timely manner
  • Ability to obtain or give information in situations which require tact and diplomacy
  • Must be able to respond to escalated issues and diffuse concerns in a professional manner
  • Sharing of departmental duties in absence of peers
  • Adherence to daily established service and quality standards
  • Recognize and report Adverse Events using the appropriate forms
  • Work directly with internal and external clients to request additional information or clarification as necessary
  • Review patient information in database and ensure accurate documentation as per client needs
  • Data entry of event information and pertinent details
  • Reconciliation of event reports
Qualifications for bilingual associate
  • Working within a demanding environment, the role holder is involved in the full spectrum of work and/or issues dealt with by their team
  • At least 1 year of experience in collections or at least 1 year of experience in a call center or at least 1 year of experience in customer service
  • Fluent in English and fluent in Spanish
  • MUST be fluently bilingual in English and French
  • Some knowledge of Accreditation and Contracting requirements
  • Understanding of the Advisor & MGA model
2

Bilingual Associate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of bilingual associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for bilingual associate
  • Filing of source documentation
  • Other tasks assigned by the Manager, as needed
  • Perform account management and customer service duties for established clients
  • Develop sales campaigns, materials and assist in delivery of sales presentations
  • Collect client and competitor information from Internet and other sources
  • Work closely with and support efforts of other team members
  • Assist in administrative functions as required
  • Financial services designations
  • 2+ Years financial services industry experience in a sales capacity
  • Advance expertise in MS Office (Word, Excel, PowerPoint)
Qualifications for bilingual associate
  • Bachelor’s Degree strongly preferred High school diploma or GED required
  • Bilingual, English/French strongly required
  • Bachelor’s degree in related discipline or diploma in a life sciences program
  • Minimum 1 year experience in Drug Safety, Clinical Research and/or equivalent and related experience in the pharmaceutical industry
  • Familiarity with Adobe Pro an asset
  • Can do attitude, with proven ability to meet strict deadlines
3

Bilingual Associate Job Description

Job Description Example
Our company is looking for a bilingual associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for bilingual associate
  • Strong Time Management and Organized skills with the ability to meet deadlines
  • Resourcefulness and creative problem solving skills to provide effective solutions for clients
  • Provide polite, professional, accurate and timely service to internal and external clients in the resolution of trade and/or account errors
  • Communicate with representatives, clients and necessary third parties via telephone and fax
  • Translate all French documents prior to processing
  • Participate in projects and initiatives related to continuous improvement at the departmental level
  • Ability to make sound, prudent judgement calls for the resolution of client issues
  • Self-starter that is comfortable take initiative and ownership of account issues
  • Fluency in French oral and written is mandatory
  • Process electronic claims from Mexico and Brazil verifying specific fields are accurate
Qualifications for bilingual associate
  • Knowledge of medical terminology is a strong asset
  • Bachelor’s Degree or some college preferred / High school diploma or equivalent necessary
  • Must also be able to learn and regularly operate multiple company and customer owned transportation systems & applications
  • Ability to work First, Second and Third Shift as needed
  • Minimum of Bachelor’s degree in Business, Marketing, Professional Selling, Engineering or related field
  • Fluent in the French & English language (written and oral)
4

Bilingual Associate Job Description

Job Description Example
Our growing company is hiring for a bilingual associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for bilingual associate
  • Maintain personal volume log
  • Research all "not in good order" requests from Assante advisors, assistants or Client services
  • Communicate with Advisors, Assistants and Assante FSR representatives and necessary third parties via telephone, fax, letter or email
  • Respond to queries Assante Mutual Fund Business Processing inquiries
  • Completion of industry related courses (IFIC Sales, IFIC Operations, Canadian Securities Course) would all be considered strong assets
  • Experience in a client services or call center environment and/or the Mutual Fund Industry is considered a strong asset
  • Bilingual in English and French, written and verbal
  • Receive requests from consumers and verify appropriate information included to process the requests
  • Post inquiries to online files
  • Generate printouts of consumer files and provide to associates responsible for mailing out disclosures
Qualifications for bilingual associate
  • Proven keyboarding skills with speed, accuracy and attention to detail
  • Strong written communication skills and ability to concisely correspond with internal teams
  • Ability to multi-task and manage high volumes of work
  • Identify and action follow up questions to ensure all information is obtained
  • Must be a positive, team player who understands their impact on the Customer Service Experience
  • Bachelor’s degree in Business Administration, Technology or related discipline
5

Bilingual Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of bilingual associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for bilingual associate
  • Generate letters to consumers if more information is required to process requests
  • May process requests from consumer walk-ins or assist with mail sorting and delivery when back up is needed
  • Maintain and submit required daily records on production and inventory
  • Maintain mailroom equipment by checking paper trays and toner
  • Ensure compliance and keep current with all applicable provincial and federal laws and regulations, company policies and procedures
  • Identify any non-conformances with the Quality Management Systems (QMS)
  • Perform administrative duties such as reception and clerical responsibilities in an invitational and professional manner
  • Maintain Principal’s calendar including scheduling meetings and conferences and events
  • Monitor, respond to and distribute incoming communications including informational flyers, newsletters, notices, staff memos, and other written material
  • Compile data for purpose of meeting school, district, state and federal requirements for financial, legal and/or administrative purposes
Qualifications for bilingual associate
  • Minimum three (3) years work relevant experience
  • Proven ability to translate ideas and vision into product definition and requirement
  • Strong ability to communicate with various levels of organization and customers
  • Ability to make and present presentation material based on compelling storylines
  • Must be able to work autonomously part of a cross-functional team
  • Past experience in managing inventory in Mexico and/or Latin America, preferred

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