Bilingual Virtual Assistant for California Insurance Agency (Long-Term Remote)

**Bilingual Virtual Assistant – U.S. Insurance Agency (Remote, Mexico)**

We are a growing California insurance agency seeking a reliable, detail-oriented bilingual Virtual Assistant located in Mexico for a long-term position.

Our agency has a strong focus on homeowners/property insurance, so candidates with prior experience working with U.S. Homeowners insurance are highly preferred.

**Responsibilities:**

* Answer calls and emails
*Making outbound calls to Mortgage Companies and some clients
* Follow up on insurance quotes
* Request documents from clients
* Process policy changes
* Schedule appointments
* Update client records
* General administrative support

Requirements:

Located in Mexico
Fluent in English and Spanish (spoken and written)
Excellent grammar, spelling and punctuation in BOTH English and Spanish
Ability to write clear, professional client-facing emails without assistance
Excellent phone and customer service skills
Organized, dependable and detail-oriented
Reliable computer, headset and high-speed internet
Available during California business hours (Monday-Friday 9am-5pm Pacific time)

**Preferred (not required):**

* Experience with a U.S. Insurance agency
* Personal lines and some commercial insurance knowledge
* Experience with CRM or agency management systems Hawksoft and/or PL Rater is a major plus
* Microsoft Outlook
* Excel and Word

This position is administrative and customer-service focused. Training will be provided for the right candidate.

**When applying, please include:**

* A short introduction in English
* A short introduction in Spanish
* Your work experience
* Your hourly rate (USD)
* Your weekly availability
* A brief voice recording in English and Spanish

Please begin your proposal with **"Insurance Assistant - Mexico"** so we know you've read the posting.

We are looking for someone professional, dependable and interested in a stable, long-term position with our agency.