Insurance Administrative Virtual Assistant

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 Offer100% 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 InterviewWe assess your general profile, experience, motivations, and availability.2. Psychometric AssessmentWe apply tests to understand your competencies, work style, and personality traits.3. Employment Reference CheckWe verify your experience with former employers or supervisors.4. Operations Team InterviewWe validate your technical skills, communication abilities, and English proficiency (if applicable).5. Client InterviewWe coordinate an interview with the hiring company.6. Contract SigningWe formalize your onboarding as a Virtual Assistant.