Bilingual Virtual Assistant

Summary

Join our team as a highly motivated and organized Bilingual (English/Spanish) Virtual Executive Assistant! You will provide administrative and operational support to an Insurance Agent, including quoting home insurance, processing renewals, and communicating with clients and mortgage companies. A key responsibility involves training and onboarding new clients. This is a full-time (40 hours/week), Monday-Friday, 8 am to 5 pm CST position. The ideal candidate possesses strong customer service skills, proficiency in MS Office Suite and Google Docs, and experience with Agency Management Systems. Spanish fluency is mandatory.

Requirements

• Strong understanding of customer service principles
• Excellent communication and interpersonal skills
• Proficient in MS Office Suite (Word, Excel, PowerPoint) and Google Docs
• Ability to type accurately and efficiently (minimum 60 wpm)
• Dual monitors required
• Spanish speaking is a must
• Applications/Software: Agency Matrix, OneNote

Responsibilities

• Quote home insurance policies using our agency management system (Agency Matrix)
• Assist in generating home insurance quotes for prospective clients, working closely with loan officers and mortgage companies. Handle an average of 80+ quotes per month
• Process policy renewals, including confirming coverages, updating mortgage clauses and loan numbers, and following up with clients regarding potential cancellations
• Respond to inquiries from banks and mortgage companies regarding renewal updates and requests for evidence of insurance
• Generate and provide evidence of insurance as needed
• Assist with payment calculations for renewed policies
• Other administrative tasks as needed

Preferred Qualifications

• Experience in insurance or a related field
• Experience with Agency Management Systems

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you