We are seeking an experienced, proactive, and highly resourceful Home Insurance Virtual Assistant ( Spanish Bilingual) to support our client's growing agency.

This is not a typical entry-level data entry position—we are looking for a reliable operational partner who can take ownership of daily administrative tasks, manage policy lifecycles, and navigate carrier portals independently.

Compensation & Benefits:

- Starting Rate: $6.00/hour
- Retention bonus
- Performance-based pay raises (Month 3, Year 1 and 2)

Key Responsibilities: Policy & Lifecycle Management

- Process policy renewals, endorsements, cancellations, and certificates of insurance (COIs).
- Communicate directly with mortgage companies and lenders to update policy details, loss payee clauses, and mortgagee info.
- Navigate and update multiple insurance carrier systems and portals efficiently.

Collections & Account Support

- Conduct courteous follow-ups via phone and email for overdue payments and collections.
- Handle incoming basic customer support queries regarding policy statuses and updates.
- Ensure accurate, timely updates across our agency CRM and database systems.

Administrative & Workflow Ownership

- Manage agency email inboxes,



prioritizing urgent client and carrier communications.
- Take initiative to solve operational bottlenecks and build personal cheat-sheets/workflows where formal SOPs are absent.
- Maintain strict adherence to data privacy standards when handling sensitive customer information (SSN, banking details, policy docs).

Mandatory Requirements: Insurance Experience: At least 1–2 years of experience supporting US-based personal or commercial insurance agencies.

Software Proficiency:

- Google Workspace & Microsoft Office (Excel, Word, Outlook).
- Hands-on experience with Agency Management Systems (e.g., EZLynx, Applied Epic, HawkSoft, AMS360) and carrier portals.

Resourcefulness: Strong problem-solving ability with a proven track record of working independently without step-by-step documentation. Communication: Flawless written and verbal English communication. Comfortable making outbound phone calls to financial institutions and clients.

Real-Time Collaboration: Available during US business hours and comfortable communicating via Slack, WhatsApp, or email throughout the day.

Security & Trust: High level of integrity when managing sensitive personal data.

📌 Home Insurance Specialist (Perú)
🏢 Stellar Staff
📍 Perú