Bilingual Insurance Support Specialist & Virtual Assistant

Human Quality.; Monterrey; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

An insurance agency is searching for a proactive and highly organized Virtual Assistant to manage daily operations. This role is crucial for ensuring smooth processes, timely client follow-ups, and support for the sales team. Responsibilities include handling communications, performing administrative tasks related to policy servicing, coordinating documentation with banks, and providing clients with status updates on their policies. The ideal candidate will excel in a busy environment and ensure effective communication within the team.

Responsabilidades

• Answer incoming calls, messages, and emails from clients professionally.
• Perform administrative tasks related to policy servicing.
• Provide timely follow-up on client email requests and documentation.
• Prepare and update EOIs and COIs for clients and third parties.
• Coordinate with banks and mortgage companies regarding payments.
• Follow up with clients on missing paperwork.
• Provide non-binding policy status updates and reminders.

Descripción del empleo

An insurance agency is searching for a proactive and highly organized Virtual Assistant to manage daily operations. This role is crucial for ensuring smooth processes, timely client follow-ups, and support for the sales team. Responsibilities include handling communications, performing administrative tasks related to policy servicing, coordinating documentation with banks, and providing clients with status updates on their policies. The ideal candidate will excel in a busy environment and ensure effective communication within the team.