About The Position

We are seeking highly motivated, bilingual insurance professionals with an active U.S. insurance license to join one of our premier U.S.-based insurance agency partners. In this role, you'll provide exceptional service to U.S. clients while supporting policyholders throughout their insurance journey. You'll handle customer inquiries, policy servicing, renewals, quotes, and administrative tasks in a professional, fast-paced remote environment. We're looking for individuals who are passionate about helping people, thrive in a customer-focused setting, and are committed to delivering an outstanding client experience. If you're looking for a stable, long-term opportunity with a growing international company, we'd love to meet you.

Requirements

  • Active U.S. Property & Casualty License OR Active U.S. Life & Health License (required).
  • Minimum of 1 year of experience working in the U.S. insurance industry.
  • Fluent English (written and verbal) with excellent communication skills.
  • Professional Spanish communication skills.
  • Experience supporting U.S.-based customers.
  • Strong computer proficiency and the ability to learn new software quickly.
  • Reliable high-speed internet connection.
  • Dedicated, quiet home office suitable for remote work.
  • Professional USB headset and webcam.

Nice To Haves

  • Active California Insurance License.
  • Multiple active U.S. state insurance licenses.
  • Experience working with one or more of the following platforms: Applied Epic EZLynx AMS360 AgencyZoom HawkSoft QQCatalyst Salesforce HubSpot RingCentral Five9
  • Previous experience in a remote insurance agency environment.

Responsibilities

  • Deliver outstanding customer service to U.S. insurance clients in both English and Spanish.
  • Assist clients by phone, email, text, and other communication channels.
  • Explain insurance coverage, answer policy-related questions, and resolve customer concerns.
  • Process policy changes, endorsements, renewals, cancellations, and other servicing requests.
  • Prepare and generate insurance quotes while identifying opportunities to better serve clients.
  • Maintain accurate customer records within agency management systems and CRM platforms.
  • Ensure compliance with agency procedures and state insurance regulations.
  • Collaborate with internal teams to provide a seamless and professional customer experience.
  • Meet productivity, quality, and service expectations established by the agency.

Benefits

  • Competitive compensation.
  • 100% remote work from anywhere in Mexico.
  • Full-time, long-term career opportunity.
  • Monday–Friday schedule supporting U.S. business hours.
  • Ongoing training and professional development.
  • Opportunities for career growth and advancement.
  • Collaborative and supportive international team.
  • The opportunity to work with established U.S. insurance agencies.
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