Bilingual Insurance Support - Virtual Assistant

Human Quality.; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

An insurance agency is seeking a proactive Virtual Assistant to support daily operations including administrative tasks, client communication, and document management. The ideal candidate has experience in insurance or a related field, strong communication skills, and is proficient in Microsoft Office and Google Workspace. This is a fully remote position offering stability in a fast-paced environment where organizational skills are essential.

Servicios

100% remote work

Stable position in a collaborative environment

Formación

• Previous experience in insurance, real estate, mortgage, or banking.
• Highly organized, detail-oriented, and able to work independently.
• Trustworthy and capable of handling confidential information.

Responsabilidades

• Answer incoming calls, messages, and emails from clients.
• Perform administrative tasks related to policy servicing.
• Prepare and update Evidence of Insurance and Certificates of Insurance.
• Coordinate with banks and mortgage companies regarding payments.
• Maintain documents in CRM systems and shared folders.
• Assist with basic social media tasks.

Conocimientos

Strong written and verbal communication skills

Advanced English

Bilingual English/Spanish

Proficiency in Microsoft Office

Proficiency in Google Workspace

Experience using CRM systems

Familiarity with AI tools

Descripción del empleo

We are looking for a proactive, highly organized, and professional Virtual Assistant to support the daily operations of a growing insurance agency. This role is essential to keeping processes running smoothly, ensuring timely client follow-ups, and supporting the sales team.

Key Responsibilities

• 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 (Evidence of Insurance) and COIs (Certificates of Insurance) 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.
• Upload, organize, and maintain documents in CRM systems, carrier portals, and shared folders.
• Support the Agency Producer with daily tasks, reminders, follow-ups, and file updates to keep the sales pipeline moving.
• Perform data entry into internal databases and maintain administrative systems.
• Assist with basic social media tasks, including posting and organizing content on Facebook and Instagram.

Requirements

• Previous experience in insurance, real estate, mortgage, banking, or a similar administrative role.
• Strong written and verbal communication skills.
• Advanced English required.
• Bilingual English/Spanish is a strong plus.
• Proficiency in Microsoft Office and Google Workspace.
• Experience using CRM systems and administrative platforms.Highly organized, detail-oriented, and able to work independently.
• Trustworthy and capable of handling confidential information.
• Familiarity with AI tools is considered a plus.

Ideal Candidate Profile

• Structured, reliable, and service-oriented professional.
• Able to manage multiple tasks and work efficiently under pressure.
• Proactive with strong follow-up skills.
• Interested in administrative and operational work within the insurance industry.

What We Offer

• 100% remote work.
• Stable position in a collaborative and fast-paced environment.

If you have administrative experience, are interested in the insurance industry, and are looking for a remote role where your organization and follow-through make a real impact, we encourage you to apply!