Remote Bilingual Insurance Executive Assistant

WeAssist; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

13th Month Bonus (Wild right?! )

Permanent work-from-home / remote set‑

Health insurance

Dental insurance

Mental health insurance

Great starting salary

Growth opportunity

Performance-based raises

Prizes and bonuses

Job summary

WeAssist is hiring a Full-Time Bilingual Insurance Executive Assistant to support the agency owner remotely. You will manage client intake, quoting, binding, invoicing, and policy renewals, serving Spanish-speaking small-business clients with warmth and accuracy.

The role requires 2–5 years in US commercial insurance, strong English/Spanish communication, and meticulous inbox management. Remote work with a growth-oriented, supportive team culture.

Qualifications

• Bilingual fluency in Spanish and English for client communication.
• 2–5 years US commercial insurance experience in CSR/administrative roles.
• Warm, professional phone demeanor for client calls.
• Strong written English for emails and documentation.
• Fast, process-oriented learner with attention to detail.
• Honesty, transparency and accountability in all tasks.

Responsibilities

• Receive scanned client intake forms and verify completeness.
• Create/update client records in the agency management system.
• Enter application details into carrier/wholesaler portals to generate quotes.
• Call clients to gather missing information for underwriting.
• Process carrier questionnaires and upload completed forms.
• Monitor quoting progress and inform owner when quotes are finalized.
• Complete binding workflow with carriers after client approval and payment.
• Prepare financing agreements and track deposits/payments to carriers.
• Issue digital invoices and share payment links via email/text.
• Assist with migrating existing policies to the new digital platform.
• Manage inbox and respond to routine inquiries in English and Spanish.
• Route meeting requests to front-desk and keep owner updated.

Skills

Bilingual Spanish & English

Insurance CSR Experience

Phone Etiquette

Written Communication

Fast Learner

Integrity

Tools

Agency Management System

Carrier Portals

Job description

WeAssist is hiring a Full-Time Bilingual Insurance Executive Assistant to support the agency owner remotely. You will manage client intake, quoting, binding, invoicing, and policy renewals, serving Spanish-speaking small-business clients with warmth and accuracy.

The role requires 2–5 years in US commercial insurance, strong English/Spanish communication, and meticulous inbox management. Remote work with a growth-oriented, supportive team culture.