We are looking for a Bilingual Insurance Back-Office Support Specialist to join our growing team. In this role, you will provide administrative and customer support for an insurance agency, ensuring excellent service while managing multiple insurance platforms and assisting clients

Responsibilities

- Answer incoming calls and return missed calls.
- Monitor and respond to customer messages.
- Review and manage alerts across multiple insurance platforms.
- Perform policy servicing and policy reviews.
- Update customer information (contact details, name, DOB, occupation, address, signatures, ownership).
- Handle billing through multiple insurance platforms.
- Send payment reminders and follow up on outstanding balances.
- Receive and record customer payments.




- Verify premium installments are set up according to customer requests.
- Process and follow up on insurance claims.
- Schedule renewal appointments.
- Conduct telemarketing campaigns for cross-selling, commercial insurance, Medicare, birthdays, and other customer engagement initiatives.

Requirements

- Experience with Agency Management Systems (AMS).
- Prior insurance back-office experience.
- Strong English and Spanish communication skills.
- Excellent customer service and organizational abilities.
- Ability to multitask across multiple insurance platforms.
- Availability to work during U.S. Central Standard Time (CST) business hours.

📌 Bilingual Insurance Back-Office Support (Santiago de Querétaro)
🏢 Human Quality
📍 Santiago de Querétaro