Offer summary

Qualifications:

Fluent in both English and Spanish (written and verbal), Detail-oriented with strong organizational skills, Strong ability to learn new processes and adapt to varying carrier guidelines, Excellent written and verbal communication skills..

Key responsabilities:

Gather detailed risk information from clients and internal teams.

Enter and submit risk data into multiple carrier portals according to each carrier’s guidelines.

Collaborate with team members to ensure seamless workflow and accurate data entry.

Communicate effectively with both English and Spanish-speaking clients.

Job description

This is a remote position.

Open to Spanish/English bilingual speakers

40 hours per week

Monday - Friday, 8 AM - 5 PM Tennessee time with 1 hour UNPAID break

We are a dynamic and growing independent insurance agency focused on providing customized solutions to our clients. As part of our expansion, we are seeking a dedicated, bilingual Virtual Assistant (VA) to join our team. This position plays a crucial role in helping our agency manage risk information and submission processes while submitting quote requests across various carriers. If you’re detail-oriented, quick to learn, and passionate about delivering excellent results, we want to hear from you!

Job Responsibilities:

Gather detailed risk information from clients and internal teams.
Enter and submit risk data into multiple carrier portals in accordance with each carrier’s unique guidelines.
Understand and navigate different lines of business, ensuring risk data is properly tailored to each market’s specific needs.
Learn quickly about new carriers, their requirements, and submission guidelines.
Collaborate with team members to ensure seamless workflow and accurate data entry.
Maintain an organized, process-driven approach to managing data across multiple carriers and risk types.
Communicate effectively with both English and Spanish-speaking clients, as necessary.

Requirements

Fluent in both English and Spanish (written and verbal).
Previous experience in the insurance industry is a plus, but not required.
Strong ability to learn new processes and adapt to varying carrier guidelines.
Detail-oriented with strong organizational skills.
Excellent written and verbal communication skills.
Comfortable working with online portals and software systems.
Ability to manage time effectively and prioritize tasks in a fast-paced environment.