Remote 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

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.