Bilingual Insurance Support - Virtual Assistant

Descripción de la oferta

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.
* Upload, organize, and maintain documents in CRM systems, carrier portals, and shared folders.
* Support the Agency Producer with daily tasks, reminders, follow-ups, and file updates to keep the sales pipeline moving.
* Perform data entry into internal databases and maintain administrative systems.
* Assist with basic social media tasks, including posting and organizing content on Facebook and Instagram.

Requirements:
* Previous experience in insurance, real estate, mortgage, banking, or a similar administrative role.
* Strong written and verbal communication skills.
* Advanced English required.
* Bilingual English/Spanish is a strong plus.
* Proficiency in Microsoft Office and Google Workspace.
* Experience using CRM systems and administrative platforms.
* Highly organized, detail-oriented, and able to work independently.
* Trustworthy and capable of handling confidential information.
* Familiarity with AI tools is considered a plus.


Ideal Candidate Profile:
* Structured, reliable, and service-oriented professional.
* Able to manage multiple tasks and work efficiently under pressure.
* Proactive with strong follow-up skills.
* Interested in administrative and operational work within the insurance industry.


What We Offer:
* 100% remote work.
* Stable position in a collaborative and fast-paced environmen

If you have administrative experience, are interested in the insurance industry, and are looking for a remote role where your organization and follow-through make a real impact, we encourage you to apply!

Requerimientos

• Educación mínima: Educación media superior -Bachillerato General
• 3 años de experiencia
• Idiomas: Inglés
• Conocimientos: Microsoft office

Aptitudes asociadas a esta ofertaNuevo

Palabras clave: aseguradora, seguros, apoyo, support, soporte, ayudante, asistente, auxiliar, aux, auxiliary, assistant, helper, aide

Hace 6 días (actualizada)

Acerca de Human Quality.

Una Empresa mexicana dedicada desde hace mas de 20 años a la Administración y Desarrollo del recurso mas importante que posee tu empresa, el Capital Humano.

Nuestras herramientas de última generación en el manejo de Recursos Humanos y los servicios que ofrecemos, nos permiten cuidar el personal de tu empresa, para que tengas una real ventaja competitiva, todo esto, para que ustedes se enfoquen en su Core Business.

El Business Intelligence que hemos desarrollado gracias a...

Una Empresa mexicana dedicada desde hace mas de 20 años a la Administración y Desarrollo del recurso mas importante que posee tu empresa, el Capital Humano.

Nuestras herramientas de última generación en el manejo de Recursos Humanos y los servicios que ofrecemos, nos permiten cuidar el personal de tu empresa, para que tengas una real ventaja competitiva, todo esto, para que ustedes se enfoquen en su Core Business.

El Business Intelligence que hemos desarrollado gracias al talento y capacitación con continua de nuestro equipo, nos ha llevado a especializarnos en:

Head Hunting, Reclutamiento y Selección , Administración de Personal , , Maquila de Nómina, Consultoría en Sueldos, Investigación Laboral, Estudios Socioeconómicos, Exámenes Psicométricos.
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