Bilingual Insurance Support - Virtual Assistant

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

Descripción de la vacante

A dynamic insurance agency in Mérida is seeking a proactive and highly organized Virtual Assistant to support daily operations. Responsibilities include managing client communications, performing administrative tasks related to policy servicing, and coordinating with banks and third parties. The ideal candidate will ensure timely follow-ups and maintain accurate documentation. This position is essential for maintaining smooth processes and supporting the sales team.

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 (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.

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.