Bilingual Insurance Support - Virtual Assistant

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

Descripción de la vacante

A growing insurance agency is seeking a proactive Virtual Assistant to enhance daily operations. You will ensure timely client follow-ups, support the sales team, and handle various administrative tasks such as managing communications and updating documentation. Ideal candidates should possess excellent organizational skills and professionalism to maintain efficient processes within the agency. This role is integral for maintaining strong client relationships and support to our insurance 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 (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.