Bilingual Insurance Support Specialist & Virtual Assistant

Human Quality.; Puebla de Zaragoza; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A growing insurance agency is seeking a proactive Virtual Assistant to support daily operations and ensure smooth processes. Key responsibilities include managing client communications, performing administrative tasks, and coordinating documentation with banks and mortgage companies. The ideal candidate should be highly organized and professional, with a strong focus on client service and attention to detail. This position is crucial for timely follow-ups and overall efficiency in operations.

Responsabilidades

• Answer incoming calls, messages, and emails from clients in a clear and professional manner.
• Perform administrative tasks related to policy servicing, including data updates, follow-ups, and accurate data entry.
• Provide timely follow-up on client email requests and required documentation.
• Prepare and update EOIs and COIs for clients, banks, and third parties.
• Coordinate with banks and mortgage companies regarding payments and documentation.
• Follow up with clients on missing paperwork or pending actions.
• Provide non-binding policy status updates and reminders.

Descripción del empleo

A growing insurance agency is seeking a proactive Virtual Assistant to support daily operations and ensure smooth processes. Key responsibilities include managing client communications, performing administrative tasks, and coordinating documentation with banks and mortgage companies. The ideal candidate should be highly organized and professional, with a strong focus on client service and attention to detail. This position is crucial for timely follow-ups and overall efficiency in operations.