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WeAssist.io
WeAssist.io
51 – 200 Employees
B2BProductivitySaaS
WeAssist.io provides outsourced virtual assistant services for businesses seeking more capacity for high-value work. Its team supports day-to-day operations through services such as lead generation, inbox and calendar management, expense and invoice processing, social media strategy, research, and data entry. The company focuses on helping entrepreneurs and business teams reduce administrative workload and improve operational productivity.
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Bilingual Insurance Executive Assistant - Remote in Mexico

Support a commercial insurance agency with quoting, policy binding, payments, certificates, renewals, and inbox administration. Communicate with Spanish-speaking small-business clients in both English and Spanish.

MXMexico
$1,200 – $1,500 / month
RemoteFull-timeJuniorMiddleNo degree requiredEnglish RequiredSpanish RequiredExecutive Assistant

Description

  • Review and validate incoming client intake forms
  • Maintain accurate client records in the agency management system
  • Enter application information into commercial carrier and wholesaler quoting portals
  • Contact clients to obtain operational details required by underwriting
  • Complete carrier supplemental questionnaires and upload the finished documents
  • Track quote status and inform the agency owner when quotes are complete
  • Manage policy binding procedures with insurance carriers
  • Prepare finance agreements and monitor check deposits through clearance
  • Send digital invoices and payment links to clients
  • Assist with the transition from the legacy finance system to the new digital platform
  • Generate reports for policies pending cancellation
  • Call clients about overdue payments and help process their payments
  • Produce Certificates of Liability Insurance
  • Assemble certificate packages for building permit applications
  • Process Additional Insured endorsements
  • Prepare Workers' Compensation waivers and send them for signature
  • Begin renewal follow-up six weeks before policy expiration and reconnect with clients
  • Re-quote expiring policies and compare options from alternative carriers
  • Administer the shared Gmail inbox
  • Answer routine questions and refer matters requiring the owner's attention
  • Conduct client calls in English and Spanish
  • Direct appointments and meeting requests to the front-desk assistant
  • Stay in daily communication with the agency owner

Requirements

  • Fluent written and spoken English and Spanish
  • Preferably 2–5 years of experience as an Insurance CSR, Administrative Assistant, or virtual assistant in US commercial insurance
  • Practical understanding of coverage limits, certificates, quoting, and renewals
  • Warm, patient, and approachable telephone manner
  • Clear and professional English email writing skills
  • Capacity to manage a busy, high-volume inbox
  • Quick, process-focused learner who performs repetitive work accurately and consistently
  • Honest and transparent, with the discipline to report errors promptly
  • Printer and scanner experience is strongly preferred
  • Experience with an agency management system and US carrier or wholesaler quoting portals is desirable
  • Willingness to use AI tools
  • Business-casual clothing for meetings
  • Clean background, reliable camera, quality microphone, and strong Wi-Fi
  • Full-time availability from 9:00 a.m. to 5:00 p.m. Eastern Time (EST/EDT)

Benefits

  • 13th-month bonus
  • Permanent remote work-from-home arrangement
  • Health insurance
  • Dental insurance
  • Mental health insurance
  • Competitive starting salary
  • Opportunity for career growth
  • Performance-based salary increases
  • Prizes and additional bonuses
  • Supportive and flexible leadership
  • Professional development pathway
  • Chance to help shape the company's first remote role
  • Opportunity to build deeper commercial insurance expertise

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