Remote Work Opportunity: Grow Your Career from Home at PeopleBlue Virtual Assistants. We connect top Latin American talent with high-growth companies in the United States. We offer more than just a position; we provide a space where your personal, professional, and economic development truly matters. Whether you are looking for part-time or full-time roles, we have a place for you.
Role Overview
As a Bilingual Insurance Virtual Assistant, you’ll support U.S. insurance agencies by handling administrative, customer service, and policy-management tasks. From preparing quotes and certificates to assisting clients with billing questions, policy changes, and renewals, you’ll keep operations running smoothly so agents can focus on growing their business. This role requires strong bilingual communication (English/Spanish), excellent organization, and the ability to manage multiple priorities with accuracy.
What We Offer
- 100% Remote Work
Work from home with flexibility and stability. - Professional Development
Gain exposure to U.S. insurance operations, carrier processes, and structured remote workflows. - Competitive Compensation
Annual salary review and performance-based growth. - Paid Time Off
Vacation and medical leave coverage (case-based review). - Long-Term Stability
Be part of a growing network of LATAM professionals serving U.S. insurance agencies.
Key Responsibilities: Client Service & Policy Support
- Client Communication
Respond to client inquiries via email, phone, and text, ensuring a positive, professional, and efficient experience. - Billing & Policy Assistance
Assist clients with billing questions, payment reminders, and policy updates. - Policy Servicing
Process policy changes, cancellations, reinstatements, and claims intake. - Document Preparation
Prepare quotes, proposals, certificates of insurance (COIs), binders, and policy summaries. - Records Management
Organize client files, policy documents, endorsements, and renewals, and keep CRM/AMS systems accurate and up to date. - Carrier Coordination
Request and compare quotes from carriers, submit applications, and follow up on underwriting requirements. - Renewal Management
Coordinate renewals and gather the documentation needed from clients and carriers. - Sales & Lead Support
Pre-qualify incoming leads, collect details for quoting, and support follow-ups for renewals, cross-selling, and upselling opportunities. - Scheduling & Follow-Up
Schedule appointments and follow up on pending documentation to keep files complete and on track.
Requirements
- Customer Service or Administrative Experience (Mandatory)
1+ year of experience in customer service, administrative support, or a back-office role, ideally within a U.S.-based company. - Insurance Knowledge
Experience in the insurance industry (personal or commercial lines) is a strong plus; familiarity with terms such as COIs, endorsements, binders, and renewals is preferred. - Bilingual Proficiency
Fluent in both English and Spanish, with strong written and verbal communication skills (English proficiency at a minimum C1 level). - Strong Attention to Detail
Ability to accurately prepare documents, update records, and track policy information. - Organization & Multitasking
Comfortable managing multiple clients, deadlines, and follow-ups in a fast-paced environment. - Communication Skills
Excellent written and verbal communication skills, with the ability to explain policy and billing information clearly and empathetically. - Technical Skills
Experience with insurance agency management systems (e.g., Applied Epic, EZLynx, HawkSoft, AMS360) or CRM platforms is a plus.
PeopleBlue Recruitment Process
At PeopleBlue, we follow a structured process to ensure each candidate aligns with our clients' profiles and culture. Our steps include:
1. Initial HR Interview
We assess your general profile, experience, motivations, and availability.
2. Psychometric Assessment
We apply tests to understand your competencies, work style, and personality traits.
3. Employment Reference Check
We verify your experience with former employers or supervisors.
4. Operations Team Interview
We validate your technical skills, communication abilities, and English proficiency (if applicable).
5. Client Interview
We coordinate an interview with the hiring company.
6. Contract Signing
We formalize your onboarding as a Virtual Assistant.