Bilingual Insurance Support & Bookkeeping Assistant

Inside Out; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A dynamic insurance brokerage in Mexico, is seeking a Bilingual Insurance Customer Service and Bookkeeping Assistant to provide essential support in handling customer inquiries and administrative duties. The ideal candidate will be fluent in both English and Spanish, with a background in insurance and bookkeeping. Responsibilities include managing inbound calls, updating customer records, and processing transactions. The agency values professionalism and accuracy, making this role critical to its operations.

Formación

• Previous experience in an insurance agency or financial services environment preferred.
• Experience handling customer service calls in a professional setting.
• Prior bookkeeping or accounting support experience is highly preferred.

Responsabilidades

• Answer and manage a high volume of inbound calls from customers.
• Accurately update customer records within the agency management system.
• Process daily transactions and payments received from customers.

Conocimientos

Bilingual (English & Spanish)

Customer service skills

Attention to detail

Bookkeeping knowledge

Herramientas

QuickBooks

CRM systems

Microsoft Teams

Descripción del empleo

A dynamic insurance brokerage in Mexico, is seeking a Bilingual Insurance Customer Service and Bookkeeping Assistant to provide essential support in handling customer inquiries and administrative duties. The ideal candidate will be fluent in both English and Spanish, with a background in insurance and bookkeeping. Responsibilities include managing inbound calls, updating customer records, and processing transactions. The agency values professionalism and accuracy, making this role critical to its operations.