Bilingual Insurance Executive Assistant

🔥 1 minute ago

🇲🇽 Mexico – Remote

💵 $1.2k - $1.5k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

👨‍💼 Executive Assistant

🚫👨‍🎓 No degree required

👻 Ghost score 12%

infoinfo

🗣️🇪🇸 Spanish Required

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Logo of WeAssist.io

WeAssist.io

51 - 200 employees

🤝 B2B

⚡ Productivity

☁️ SaaS

B2B • Productivity • SaaS

WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.

📋 Description

• Receive and verify client intake forms • Create and update client records in the agency management system • Enter application details into commercial carrier and wholesaler quoting portals • Call clients to gather missing operational details for underwriting • Process carrier supplemental questionnaires and upload completed forms • Monitor quoting progress and notify the agency owner when quotes are finalized • Complete policy binding workflows with carriers • Prepare finance agreements and track check deposits and clearance • Issue digital invoices and payment links • Support migration from the legacy finance system to the new digital platform • Pull pending cancellation reports • Make payment reminder calls and assist clients with payments • Issue Certificates of Liability Insurance • Prepare building permit certificate packages • Add Additional Insured endorsements • Generate Workers' Comp waivers and send them for signature • Track renewals six weeks before expiration and re-engage clients • Re-quote expiring policies and shop alternative carriers • Manage the shared Gmail inbox • Respond to routine inquiries and escalate owner-level items • Handle calls in English and Spanish • Route appointments and meeting requests to the front-desk assistant • Maintain daily contact with the agency owner

🎯 Requirements

• Fluent spoken and written Spanish and English • Ideally 2–5 years as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance • Working knowledge of coverage limits, certificates, quoting, and renewals • Friendly, patient, and personable phone demeanor • Clear, professional English email communication • Ability to manage a high-volume inbox • Fast, process-oriented learner who executes repetitive tasks consistently and accurately • Honest, transparent, and willing to report mistakes promptly • Printer and scanner highly preferred • Familiarity with an agency management system and US carrier/wholesaler quoting portals is a nice-to-have • Openness to using AI tools • Business-casual attire for meetings • Clean background, good camera, good microphone, and strong Wi-Fi • Availability full-time, 9am to 5pm Eastern Time (EST/EDT)

🏖️ Benefits

• 13th Month Bonus • Permanent work-from-home / remote set-up • Health insurance • Dental insurance • Mental health insurance • Great starting salary • Growth opportunity • Performance-based raises • Prizes and bonuses • Supportive, flexible leadership • Professional development journey • Opportunity to shape a first-ever remote role • Deepen commercial insurance expertise

Apply Now

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