Bilingual Insurance Executive Assistant

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Verify and receive client intake forms.

• Update and create client records in the agency management system.

• Input application information into commercial carrier and wholesaler quoting platforms.

• Contact clients to obtain any missing operational information needed for underwriting.

• Process supplemental questionnaires from carriers and upload completed documents.

• Track quoting progress and inform the agency owner when quotes are finalized.

• Complete policy binding processes with carriers.

• Prepare finance agreements and monitor check deposits and their clearance.

• Generate digital invoices and payment links.

• Assist in transitioning from the legacy finance system to the new digital platform.

• Retrieve pending cancellation reports.

• Make calls to remind clients about payments and assist them with payment processes.

• Issue Certificates of Liability Insurance.

• Prepare packages for building permit certificates.

• Add Additional Insured endorsements as needed.

• Generate Workers' Compensation waivers and send them for signatures.

• Monitor renewals six weeks prior to expiration and re-engage clients accordingly.

• Re-quote policies nearing expiration and explore alternative carriers.

• Manage the shared Gmail inbox effectively.

• Address routine inquiries and escalate any issues that require owner-level attention.

• Handle calls in both English and Spanish.

• Direct appointments and meeting requests to the front-desk assistant.

• Maintain regular communication with the agency owner.

⛳️ Requirements

• Proficient in spoken and written Spanish and English.

• Preferably 2–5 years of experience as an Insurance CSR, Administrative Assistant, or Virtual Assistant in US commercial insurance.

• Understanding of coverage limits, certificates, quoting, and renewals.

• Friendly, patient, and approachable phone demeanor.

• Clear and professional email communication skills in English.

• Ability to efficiently manage a high-volume inbox.

• Quick, process-oriented learner capable of executing repetitive tasks with consistency and accuracy.

• Honest and transparent, with a willingness to promptly report mistakes.

• Access to a printer and scanner is highly preferred.

• Familiarity with agency management systems and US carrier/wholesaler quoting portals is a plus.

• Willingness to utilize AI tools.

• Business-casual attire is required for meetings.

• Clean background, equipped with a good camera, microphone, and strong Wi-Fi connection.

• Availability for full-time work, from 9am to 5pm Eastern Time (EST/EDT).

🏝️ Benefits

• 13th Month Bonus.

• Permanent work-from-home / remote setup.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health insurance coverage.

• Competitive starting salary.

• Opportunities for growth.

• Performance-based salary increases.

• Prizes and bonuses available.

• Supportive and flexible leadership environment.

• Professional development opportunities.

• Chance to shape a first-ever remote position.

• Enhance your expertise in commercial insurance.