Bilingual Insurance Executive Assistant

Hiring: Full-Time Bilingual Insurance Executive Assistant - Remote 🚀 About the Client 🚀 🏢 16 years of trusted service as an independent commercial insurance agency built on long-term client relationships. 🌎 Proudly serving the Spanish-speaking community with culturally and linguistically matched insurance guidance. 🛠️ Protecting small businesses– restaurants, mini markets, landscapers, roofers, and other contractors and trades. 🤝 100% referral-driven growth– no ads, no website, just word-of-mouth from clients who trust the agency. 📋 Full commercial coverage– general liability, workers' compensation, disability, and building-permit certificate support. 🌟 About WeAssist 💡 🌍 Led by a Founder Who Cares– Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families. ⚡ Fast & Purposeful Recruiting– We move quickly but prioritize long-term fit, stability, and growth over just filling roles. 🌎 Connecting Global Talent– With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses. ❤️ Giving Back Matters– From building schools to feeding the homeless, we believe true success means making a difference. 🤝 An Inclusive & Thriving Culture– Your skills and unique gifts matter. We create an environment where outsourced professionals don't just work—they grow. Additional Information: Review this Doc first! How to Prepare for the Recruiting Process - 📢 Why Are They Hiring a Bilingual Insurance Executive Assistant? 🏢 Our client is hiring a Bilingual Insurance Executive Assistant to be the agency owner's right hand in the business. As the agency continues to grow, the client needs a reliable, independent professional who can take full ownership of commercial insurance operations, from client intake and quoting to binding, payments, certificates and renewals, while serving clients warmly in both Spanish and English. This role will free the owner to focus on building client relationships and growing the agency. If you're a warm, organized and process-driven bilingual insurance professional who enjoys helping small business owners stay protected, and you take pride in keeping every policy, payment and inbox in order, this role could be a great fit for you. ✨ ✅ Qualifications: Must-Haves: 🗣️ Bilingual Fluency (Spanish & English)– Fluent spoken and written Spanish and English to serve Spanish-speaking small business owners and contractors. 📋 Commercial Insurance Experience– Ideally 2–5 years as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance, with working knowledge of coverage limits, certificates, quoting, and renewals. 📞 Warm Phone Demeanor– Friendly, patient, and personable on the phone—especially when calling clients about upcoming or overdue payments. ✍️ Strong Written Communication– Clear, professional English email communication and the ability to manage a high-volume inbox. ⚡ Fast, Process-Oriented Learner– Picks up workflows quickly through visual, step-by-step demonstrations and executes repetitive tasks consistently and accurately. 💎 Uncompromising Integrity– Honest, transparent, and quick to raise a hand when a mistake happens so it can be fixed together. Nice-to-Haves: 🖨️ Printer & Scanner (Highly Preferred)– Useful for printing carrier supplemental forms, scanning signed waivers and agreements, and re-uploading them to carrier portals. 💻 AMS & Carrier Portal Experience– Familiarity with an agency management system and US carrier/wholesaler quoting portals. 🤖 Comfort with AI Tools– Openness to using AI tools to work smarter and faster. Your responsibilities include: 📝 Client Intake & Application Quoting Receive scanned client intake forms via email and verify that all details are complete Create and update client records in the agency management system Enter application details into commercial carrier and wholesaler quoting portals to generate premium quotes Call clients on complex or high-risk applications to gather missing operational details for underwriting Process carrier supplemental questionnaires—collect answers from clients, complete forms digitally or by hand, and upload them back to portals Monitor quoting progress and notify the agency owner as soon as a quote is finalized so she can present it to the client 📑 Policy Binding, Financing & Invoicing Complete the binding workflow with carriers once the client has signed and approved payment Prepare finance agreements and track check deposits and clearance before disbursing payments to the finance company Issue digital invoices and send payment links via email or text through the agency's new finance platform Support the transition of existing policyholders from the legacy finance system to the new digital platform 📞 Pending Cancellations & Payment Reminder Calls Start each morning by pulling pending cancellation reports from carrier and finance portals Make friendly outbound reminder calls to clients with payments due (typically