Insurance Customer Service Assistant

Remote,

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
We are looking for a highly organized Insurance Customer Service Assistant to support business operations by managing policy service tasks, client communication, scheduling, system updates, and ensuring smooth day-to-day activities. This role requires strong communication, analytical, and coordination skills, as well as a proactive mindset to support cross-functional teams and enhance efficiency.   

What We Offer

  • 100% remote work to enjoy the flexibility and comfort of working from home.
  • people-centered culture that prioritizes balance, growth, and support.
  • Competitive salary with annual reviews for adjustments.
  • Paid vacation so that you can rest as well.
  • Medical leave coverage (subject to case review). 
  • The chance to become part of a growing network of outstanding Latin American professionals making an impact globally.


Key Responsibilities

  • Manage data entry, record-keeping, and document organization.
  • Appointment scheduling and calendar coordination
  • Coordinate meetings, handle email communication, and follow up on correspondence.
  • Handle inbound client requests via phone/email and provide status updates.
  • Support vendor coordination and invoice processing.
  • Assist with project management and cross-departmental collaboration.
  • Maintain confidentiality and compliance with company policies.


Requirements

  • Minimum 2 years of experience in insurance customer service.
  • Excellent written and verbal communication in English.
  • Expertise with insurance policies, documentation processing, and claims management.
  • Experience in appointment scheduling and calendar coordination.
  • Solid knowledge of common insurance concepts, terminology, and proven ability to handle customer data.
  • Strong analytical, reporting, and problem-solving skills.
  • Ability to prioritize tasks and work independently in a remote environment.
  • Experience in sales is a plus.
  • Microsoft Office Suite / Google Workspace
  • Communication tools: Slack, Zoom, Microsoft Teams
  • Project management tools: Asana, Trello, or similar (preferred)
  • CRM or database management tools: HubSpot, Salesforce, Zoho, or similar
  • Running Windows 10 or later or an updated version of macOS
  • RAM: Minimum 8 GB
  • Internet: 25–50 Mbps minimum speed
  • USB noise-canceling headset


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.