Bilingual Virtual Receptionist and Client Intake Coordinator (México)

Bilingual Virtual Receptionist and Client Intake Coordinator (México)

03 ago
|
Farmers Insurance- Jessie Navarro Agency
|
México

03 ago

Farmers Insurance- Jessie Navarro Agency

México

CALIFORNIA VEHICLE PLATES | J. NAVARRO INSURANCE AGENCY

Bilingual Virtual Receptionist and Client Intake Coordinator

Full Time Remote Position | Mexico Based | English and Spanish

We are hiring a reliable bilingual professional in Mexico to manage incoming calls, customer intake, appointment scheduling, missed call follow up, and lead routing for our vehicle registration and insurance businesses. The main objective is simple: every customer receives a prompt, professional response and every opportunity is properly documented.

Position Details

Schedule

Monday through Friday, 9:00 AM to 5:00 PM Pacific Time

Location

Remote, based in Mexico

Language

Fluent professional English and Spanish

Employment

Full time

What You Will Do

· Answer incoming calls for California Vehicle Plates and J. Navarro Insurance Agency during the full scheduled shift.

· Return every missed call the same business day and document the outcome.

· Respond to customer text messages, website leads, and basic email inquiries.

· Gather customer information and identify the type of vehicle registration service needed.

· Explain required documents and help customers prepare before visiting the office or submitting paperwork.

· Schedule office appointments, VIN verifications, smog appointments, and follow up calls.

· Enter each inquiry accurately into the company tracking system and maintain complete notes.

· Identify customers who may need auto, renters, homeowners, or other insurance and route the opportunity to a licensed producer.

· Confirm appointments and follow up with customers who have not completed their transaction.

· Request customer reviews after completed transactions and support other administrative duties as assigned.

What We Are Looking For

· Fluent spoken and written English and Spanish.

· Clear, confident, and professional phone communication.

· Strong attendance, punctuality, and dependability.





· Comfort making outbound follow up calls and speaking with new customers.

· Accurate data entry and careful documentation.

· Ability to stay organized while handling calls, texts, appointments, and follow up tasks.

· Customer service, receptionist, call center, dispatch, medical office, dealership, or administrative experience is preferred.

· Insurance or vehicle registration experience is helpful but not required. Training will be provided.

Remote Work Requirements

· A private and quiet workspace without background noise.

· Reliable high speed internet and a backup internet option.

· A dependable computer, professional headset, and webcam.

· Ability to remain available and responsive throughout the full 9:00 AM to 5:00 PM Pacific Time shift.

· Comfort using web based phone systems, customer management software, email, and online documents.

Benefits

· Paid company observed holidays beginning on the first day of employment.

· Paid birthday off beginning on the first day of employment.

· Paid vacation eligibility after six months of continuous employment.

· Structured training and an opportunity to grow into broader customer service, intake, and lead coordination responsibilities.

How Success Will Be Measured

· Percentage of inbound calls answered live.

· Percentage of missed calls returned the same business day.

· Accuracy and completeness of customer records.

· Number of registration opportunities properly captured and followed through.

· Number of qualified insurance opportunities identified and routed to the sales team.

How to Apply

Please submit your resume and a brief written introduction explaining your customer service experience, your experience working by phone, and why you are a strong fit for a bilingual remote role serving customers in California.

Applicants selected for the next step may be asked to complete a short English and Spanish phone and customer intake exercise.

Job Type: Full-time

Pay: $19,600.00 per month

Work Location: Remote

📌 Bilingual Virtual Receptionist and Client Intake Coordinator (México)
🏢 Farmers Insurance- Jessie Navarro Agency
📍 México

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