Insurance Administrative Virtual Assistant

PeopleBlue; Colombia; Remote; COP 129,601,000 - 181,441,000; Full time

Benefits offered by this job

Remote work from home

Professional development

Competitive compensation

Paid time off

Long-term stability

Job summary

PeopleBlue LLC's Remote Work Opportunity invites a bilingual Insurance Virtual Assistant to support U.S. agencies from home. You will handle admin, billing, policy updates, quotes, COIs, and client inquiries.

Fluent English and Spanish, strong organization, and the ability to manage multiple tasks are required. This 100% remote role offers career development and performance-based growth with LATAM professionals. Eligible for PTO and ongoing professional development within a growing network.

Qualifications

• 1+ year of customer service or administrative support experience, preferably in a U.S.-based environment.
• Fluent in English and Spanish with strong written and verbal communication.
• Strong organizational skills and ability to manage multiple priorities with accuracy.
• Familiarity with insurance terms like COIs, endorsements, binders, renewals is a plus.

Responsibilities

• Respond to client inquiries via email, phone, and text with a professional, efficient experience.
• Assist with billing questions, payment reminders, and policy updates.
• Process policy changes, cancellations, reinstatements, and claims intake.
• Prepare quotes, COIs, binders, and policy summaries.
• Organize client files and ensure CRM/AMS records are up to date.
• Coordinate with carriers, request quotes, and follow underwriting requirements.
• Support renewals and lead generation for cross-selling opportunities.
• Schedule appointments and follow up on pending documentation.

Skills

Bilingual English/Spanish

Customer service

Administrative support

Multi-tasking

Tools

Applied Epic

EZLynx

HawkSoft

AMS360

CRM platforms

Job description

Remote Work Opportunity: Grow Your Career from Home at PeopleBlue Virtual Assistants.

We connect top Latin American talent with high-growth companies in the United States. We offer more than just a position; we provide a space where your personal, professional, and economic development truly matters. Whether you are looking for part-time or full-time roles, we have a place for you.

Role Overview

As a Bilingual Insurance Virtual Assistant, you’ll support U.S. insurance agencies by handling administrative, customer service, and policy-management tasks. From preparing quotes and certificates to assisting clients with billing questions, policy changes, and renewals, you’ll keep operations running smoothly so agents can focus on growing their business. This role requires strong bilingual communication (English/Spanish), excellent organization, and the ability to manage multiple priorities with accuracy.

What We Offer

• 100% Remote Work: Work from home with flexibility and stability.


• Professional Development: Gain exposure to U.S. insurance operations, carrier processes, and structured remote workflows.


• Competitive Compensation: Annual salary review and performance-based growth.


• Paid Time Off: Vacation and medical leave coverage (case-based review).


• Long-Term Stability: Be part of a growing network of LATAM professionals serving U.S. insurance agencies.

Key Responsibilities: Client Service & Policy Support

• Client Communication: Respond to client inquiries via email, phone, and text, ensuring a positive, professional, and efficient experience.


• Billing & Policy Assistance: Assist clients with billing questions, payment reminders, and policy updates.


• Policy Servicing: Process policy changes, cancellations, reinstatements, and claims intake.


• Document Preparation: Prepare quotes, proposals, certificates of insurance (COIs), binders, and policy summaries.


• Records Management: Organize client files, policy documents, endorsements, and renewals, and keep CRM/AMS systems accurate and up to date.


• Carrier Coordination:Request and compare quotes from carriers, submit applications, and follow up on underwriting requirements.


• Renewal Management: Coordinate renewals and gather the documentation needed from clients and carriers.


• Sales & Lead Support: Pre-qualify incoming leads, collect details for quoting, and support follow-ups for renewals, cross-selling, and upselling opportunities.


• Scheduling & Follow-Up: Schedule appointments and follow up on pending documentation to keep files complete and on track.

Requirements

• Customer Service or Administrative Experience (Mandatory): 1+ year of experience in customer service, administrative support, or a back-office role, ideally within a U.S.-based company.


• Insurance Knowledge: Experience in the insurance industry (personal or commercial lines) is a strong plus; familiarity with terms such as COIs, endorsements, binders, and renewals is preferred.


• Bilingual Proficiency: Fluent in both English and Spanish, with strong written and verbal communication skills (English proficiency at a minimum C1 level).


• Strong Attention to Detail: Ability to accurately prepare documents, update records, and track policy information.


• Organization & Multitasking: Comfortable managing multiple clients, deadlines, and follow-ups in a fast-paced environment.


• Communication Skills: Excellent written and verbal communication skills, with the ability to explain policy and billing information clearly and empathetically.


• Technical Skills: Experience with insurance agency management systems (e.g., Applied Epic, EZLynx, HawkSoft, AMS360) or CRM platforms is a plus.

PeopleBlue Recruitment Process

At PeopleBlue, we follow a structured process to ensure each candidate aligns with our clients' profiles and culture. Our steps include:

1. Initial HR Interview

We assess your general profile, experience, motivations, and availability.

2. Psychometric Assessment

We apply tests to understand your competencies, work style, and personality traits.

3. Employment Reference Check

We verify your experience with former employers or supervisors.

4. Operations Team Interview

We validate your technical skills, communication abilities, and English proficiency (if applicable).

5. Client Interview

We coordinate an interview with the hiring company.

6. Contract Signing

We formalize your onboarding as a Virtual Assistant.