The Customer Service Assistant role with Fortiva Insurance offers a full-time position with an annual salary ranging from $34,990 to $45,000. This opportunity is ideal for individuals eager to enter the insurance industry and develop their careers in a bilingual setting, particularly if you are proficient in English and Mandarin. While a Bachelor’s degree is preferred, applicants without insurance-specific experience can apply due to included training.

Responsibilities and Role Overview

This position is all about supporting the customer service team by preparing insurance quotes, processing applications, managing client records, and organizing documentation. Daily duties include communicating with underwriters for inquiries, policy changes, and claims follow-ups, while ensuring record accuracy and workflow organization. Collaboration and communication skills are essential, as you’ll be supporting the entire team’s efficiency.

Strong written communication, especially by email, is necessary for this role. You’ll be expected to handle multiple administrative tasks while keeping client information up-to-date and secure. The ability to follow up on payments and process endorsements efficiently is also key to successful day-to-day performance here.

Positive Aspects of the Customer Service Assistant Position

One key advantage is the supportive atmosphere within the insurance brokerage. Employees receive direct training, even without previous insurance experience, making this very accessible for recent graduates or those changing careers.

Growth opportunities are readily available. Employees often see themselves advance within the company due to its expanding nature, opening doors for career progression.

Possible Challenges to Consider

This position is onsite only, so flexibility for remote work is not provided, which can be a downside for some applicants.

In addition, being required to be fluent in both English and Mandarin could limit opportunities for those who don’t meet this specific language requirement.

Verdict: Is This Customer Service Assistant Role for You?

If you enjoy administrative work, are organized, and wish to be part of a friendly insurance team, this job offers strong training and room for advancement.

While remote work isn’t available and bilingualism is required, the structured support and growth potential could make this a rewarding next step in your career journey.