Bilingual Insurance Executive Assistant

• Receive and verify client intake forms
• Create and update client records in the agency management system
• Enter application details into commercial carrier and wholesaler quoting portals
• Call clients to gather missing operational details for underwriting
• Process carrier supplemental questionnaires and upload completed forms
• Monitor quoting progress and notify the agency owner when quotes are finalized
• Complete policy binding workflows with carriers
• Prepare finance agreements and track check deposits and clearance
• Issue digital invoices and payment links
• Support migration from the legacy finance system to the new digital platform
• Pull pending cancellation reports
• Make payment reminder calls and assist clients with payments
• Issue Certificates of Liability Insurance
• Prepare building permit certificate packages
• Add Additional Insured endorsements
• Generate Workers' Comp waivers and send them for signature
• Track renewals six weeks before expiration and re-engage clients
• Re-quote expiring policies and shop alternative carriers
• Manage the shared Gmail inbox
• Respond to routine inquiries and escalate owner-level items
• Handle calls in English and Spanish
• Route appointments and meeting requests to the front-desk assistant
• Maintain daily contact with the agency owner

• Fluent spoken and written Spanish and English
• Ideally 2–5 years as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance
• Working knowledge of coverage limits, certificates, quoting, and renewals
• Friendly, patient, and personable phone demeanor
• Clear, professional English email communication
• Ability to manage a high-volume inbox
• Fast, process-oriented learner who executes repetitive tasks consistently and accurately
• Honest, transparent, and willing to report mistakes promptly
• Printer and scanner highly preferred
• Familiarity with an agency management system and US carrier/wholesaler quoting portals is a nice-to-have
• Openness to using AI tools
• Business-casual attire for meetings
• Clean background, good camera, good microphone, and strong Wi-Fi
• Availability full-time, 9am to 5pm Eastern Time (EST/EDT)

• 13th Month Bonus
• Permanent work-from-home / remote set-up
• Health insurance
• Dental insurance
• Mental health insurance
• Great starting salary
• Growth opportunity
• Performance-based raises
• Prizes and bonuses
• Supportive, flexible leadership
• Professional development journey
• Opportunity to shape a first-ever remote role
• Deepen commercial insurance expertise