Position: Bilingual Customer Support & Admin VA (Insurance) – Remote
Department: Business Support
Work Setup: Remote
Schedule: Monday to Friday | 9:00 AM – 6:00 PM PST
Hours: Full-Time (40 hours per week)
Industry: Insurance

Position Overview

We are looking for a Bilingual Customer Support & Admin Virtual Assistant to support a growing U.S.-based insurance agency.

In this role, you will act as the first point of contact for incoming calls, assisting clients in both English and Spanish while supporting administrative and CRM-related tasks. You will also help manage policy renewals and ensure smooth communication between clients and internal teams.

This is a great opportunity for someone who is organized, customer-focused, and comfortable handling both calls and administrative tasks in a fast-paced environment.

Key Responsibilities

Customer Support & Call Handling

• Answer incoming calls and assist clients in English and Spanish

• Identify the purpose of each call (service or sales) and route accordingly

• Provide basic support and information before transferring calls

• Ensure a professional and positive customer experience

CRM & Ticket Management

• Monitor and manage incoming tickets in the CRM system

• Ensure all inquiries are assigned and followed up on time

• Maintain accurate and detailed records of client interactions

Policy Renewal Support

• Track daily policy renewals within the CRM

• Verify renewal status and confirm payments

• Follow up with clients via phone, email, or text when needed

Administrative Support

• Update and maintain client records

• Support internal workflows following SOPs

• Assist with general administrative tasks as needed

Qualifications

• Previous experience in customer service, call center, or administrative roles

• Strong bilingual communication skills (English & Spanish)

• Experience working with CRM systems

• Comfortable handling inbound calls and multitasking

• Strong attention to detail and organization

• Experience in insurance or financial services is a plus

Ideal Candidate

• Professional, reliable, and punctual

• Strong communication and interpersonal skills

• Organized and detail-oriented

• Able to manage multiple tasks simultaneously

• Positive attitude and customer-focused mindset

Tools & Platforms

• RingCentral or similar VOIP systems

• CRM systems (AgencyZoom preferred)

• Email and messaging tools

• Google Workspace / Microsoft Office

What We Offer

• Fully remote work environment

• Opportunity to work with international clients

• Long-term growth opportunities

• Competitive compensation based on experience