Bilingual Insurance Virtual Assistant

🚨 WE’RE HIRING | BILINGUAL INSURANCE VIRTUAL ASSISTANT 🇲🇽

📍 Location: San Jerónimo, Monterrey, Nuevo León, Mexico

💼 Employment Type: Full-Time

🏢 Work Mode: Hybrid

📊 Experience Level: Mid-Level

🇲🇽 Hablas inglés y español? ¡Únete a nuestro equipo! / Are you fluent in English and Spanish? Join our team!

Office Beacon is looking for a detail-oriented and proactive Bilingual Insurance Virtual Assistant to support U.S.-based insurance agencies with insurance operations, policy administration, customer service, and sales support.

🔹 Key Responsibilities

✅ Support Personal Lines and Commercial Lines insurance operations.

✅ Assist with insurance quoting, policy renewals, endorsements, and policy changes.

✅ Maintain accurate customer and policy records in agency management systems.

✅ Communicate professionally with English- and Spanish-speaking clients, prospects, and insurance carriers.

✅ Assist with billing, documentation, reconciliation, and past-due follow-ups.

✅ Support telemarketing, lead generation, appointment setting, and prospect outreach.

✅ Prepare insurance applications, certificates, and other policy-related documents as authorized.

✅ Ensure data accuracy, confidentiality, and compliance with established procedures.

🎯 What We're Looking For

• Strong written and verbal communication skills in English and Spanish — Spanish proficiency is mandatory.
• At least 1 year of insurance industry experience , OR 2 years of relevant experience in a regulated, technical, customer-facing, or document-intensive industry.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Excellent customer service, organizational, and time-management skills.
• Strong attention to detail and the ability to identify missing or inconsistent information.
• Willingness to work schedules aligned with U.S. client operations.

⭐ Preferred Qualifications

Experience with U.S. Property & Casualty (P&C) insurance, Employee Benefits, ACORD forms, or agency management systems such as Applied Epic, AMS360, EZLynx, HawkSoft, QQ Catalyst, or Nexsure is a plus.

🌟 Why Join Office Beacon?

Be part of a growing team where your bilingual communication skills, operational expertise, and commitment to service excellence can make a real impact.

📩 Interested in this opportunity? Apply today! Email your updated resume at [email protected]

🔁 Share this opportunity with your network and help us connect with great talent across Mexico!

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