Bilingual Insurance Support

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

Creado: Jue, 01 de Ene de 1970