Bilingual Admin Assistant

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Phil-Am Agency

WebsiteLinkedInAll Job Openings

1 - 1 employees

🛡️ Insurance

⚕️ Healthcare Insurance

🤝 B2B

Insurance • Healthcare Insurance • B2B

Phil-Am Agency is an insurance agency and agency-support platform that helps independent insurance agents grow their businesses. They provide contracting with top carriers (Medicare Advantage & Supplements, ACA, life, and supplemental products), training (1:1 and group), marketing support, business planning, and technology tools such as CRM integrations, automation, lead nurture, and real-time dashboards. Phil-Am emphasizes agent ownership of their book (an Immediate Release policy), partnership opportunities, and operational support (including enrollment integrations and notary/final-expense services) aimed at agents and sub-agencies serving seniors and multicultural communities.

📋 Description

• Communicate with Spanish-speaking clients and prospects via phone, email, and messaging, translating and interpreting between English and Spanish as needed • Manage and update records in our CRM (GoHighLevel), including contacts, pipeline stages, and task assignments • Support agent onboarding by sending welcome materials, tracking document submissions, and following up on outstanding items • Draft and format correspondence, reports, and internal communications in both English and Spanish • Coordinate scheduling, calendar management, and follow-ups for agency leadership • Assist with data entry, compliance documentation, and file management • Handle inbound inquiries and route them to the appropriate team member • Support ad hoc administrative projects as assigned

🎯 Requirements

• Conversational to fluent proficiency in Spanish and English — written and spoken (firm requirement) • 1–2 years of administrative, virtual assistant, or office support experience • Comfortable with CRM tools, Microsoft Office, and similar platforms • Strong attention to detail with ability to manage multiple tasks simultaneously • Reliable internet connection and a dedicated remote workspace • Proactive communicator who follows through independently

🏖️ Benefits

• Competitive compensation based on experience (discussed at interview) • Fully remote — work from home • Collaborative Filipino-American team environment • Opportunity to grow with a fast-scaling US insurance agency • Exposure to US insurance industry operations and systems