Bilingual Insurance Virtual Assistant (English/Spanish)

About the role

PeopleBlue connects Latin American talent with U.S. insurance agencies. As a bilingual Insurance Virtual Assistant, you will handle administrative, customer service and policy-management tasks for U.S. insurance agencies, from preparing quotes and certificates to helping clients with billing questions, policy changes and renewals. The role is 100% remote and calls for strong English-Spanish bilingual communication, good organization and the ability to manage several priorities accurately.

Key responsibilities

• Respond to client inquiries by email, phone and text, and assist with billing questions, payment reminders and policy updates.
• Process policy changes, cancellations, reinstatements and claims intake.
• Prepare quotes, proposals, certificates of insurance (COIs), binders and policy summaries.
• Organize client files, policy documents, endorsements and renewals, and keep CRM/AMS systems accurate.
• Request and compare carrier quotes, submit applications and follow up on underwriting requirements.
• Coordinate renewals and gather the documentation needed from clients and carriers.
• Pre-qualify leads, collect quoting details and support follow-ups for renewals, cross-selling and upselling.
• Schedule appointments and follow up on pending documentation.

Required profile

• 1+ year of customer service, administrative support or back-office experience, ideally in a U.S.-based company.
• Fluent English and Spanish, with strong written and verbal skills (English at least C1).
• Experience in the insurance industry (personal or commercial lines) is a strong plus; familiarity with COIs, endorsements, binders and renewals is preferred.
• Attention to detail and comfort managing multiple clients and deadlines.

Required skills

• Experience with insurance agency management systems (Applied Epic, EZLynx, HawkSoft, AMS360) or CRM platforms is a plus.

What we offer

• 100% remote work from home.
• Professional development through exposure to U.S. insurance operations and carrier processes.
• Annual salary review and performance-based growth.
• Paid time off with vacation and medical leave coverage (case-based review).

The recruitment process includes an initial HR interview, psychometric assessment, reference check, operations team interview, client interview and contract signing.