Bilingual Insurance Executive Assistant
W
WeAssistCommercial insurance
Location: Mexico, 9am to 5pm Eastern Time (EST/EDT)Full-TimeExecutive
Salary$1,200 – $1,500 / month
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Job Details
- Languages
- Fluent spoken and written Spanish and English
- Experience
- Ideally 2–5 years as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance
- Required Skills
- Google Workspace
Requirements
- Be fluent in spoken and written Spanish and English.
- Have ideally 2–5 years of experience as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance.
- Have working knowledge of coverage limits, certificates, quoting, and renewals.
- Use clear, professional written English and manage a high-volume inbox.
- Bring a friendly, patient, and personable manner to client phone calls.
- Learn workflows through visual, step-by-step demonstrations and perform repetitive tasks accurately.
- Communicate honestly and promptly raise mistakes so they can be corrected.
- Familiarity with an agency management system and US carrier or wholesaler quoting portals is a plus.
- Be comfortable using AI tools; printer and scanner access is highly preferred.
Responsibilities
- Receive client intake forms, verify details, and create or update records in the agency management system.
- Enter application details into carrier and wholesaler portals, gather missing underwriting information, and monitor quote progress.
- Complete binding workflows, prepare finance agreements, track check deposits, and issue invoices and payment links.
- Pull pending cancellation reports and make payment reminder calls to help clients avoid policy lapses.
- Issue Certificates of Liability Insurance, prepare building permit certificate packages, and add Additional Insured endorsements.
- Generate Workers' Comp waivers through state or carrier portals and send them to clients for signature.
- Track upcoming renewals, re-engage clients, and shop expiring policies across alternative carriers.
- Manage the shared Gmail inbox, respond to routine inquiries, escalate owner-level items, and handle calls in English and Spanish.
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