Bilingual Insurance Support - 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

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.