Cover Desk Mexico is seeking experienced bilingual professionals based in Monterrey to support U.S.-based insurance agencies as Virtual Assistants specializing in Property & Casualty (P&C;) insurance.

In this role, you will provide customer service and operational support across personal lines insurance processes, including policy servicing, documentation, and communication with clients and internal teams. You will play a key role in ensuring efficient day-to-day insurance operations and a positive customer experience.

Job Details

- Work Setup: 100% Work from Home in Monterrey, N.L.
- Schedule: Monday to Friday only (Weekends Off)
- Employment Type: Full-Time (40 hours per week)
- Salary: $17,600 MXN gross/month with bonus eligibility and allowances

What We Offer

- Competitive monthly salary
- Monthly Work-From-Home Allowance (Internet & Electricity)
- One-time ergonomic chair benefit
- Paid training in U.S. Property & Casualty insurance processes
- Company-provided computer and equipment
- Vacation days + 8 U.S. holidays
- Vacation premium & Aguinaldo
- Full benefits under Mexican Labor Law

Key Responsibilities

As a Bilingual Customer Service Representative (P&C; Insurance), you will:

Customer Service & Communication

- Handle inbound calls and inquiries from U.S.-based insurance customers
- Provide support with policy inquiries, billing questions, and coverage details (Home, Auto, and other personal lines)
- Deliver excellent customer service and resolve concerns professionally

Policy & Account Support

- Assist with policy servicing tasks such as endorsements, renewals, and updates
- Review and verify customer information and documentation for accuracy
- Prepare and process policy-related documents and service requests

Operational & Administrative Support

- Perform data entry, documentation, and system updates across multiple platforms
- Maintain accurate records within agency management systems and carrier portals
- Support workflow tracking to ensure timely service delivery





Collaboration & Escalation

- Coordinate with U.S.-based agents, carriers, and internal teams
- Transfer or escalate complex or licensed inquiries to appropriate team members

Qualifications

We are looking for candidates who:

- Are fluent in English and Spanish (spoken and written)
- Possess strong customer service and problem-solving skills
- Have excellent attention to detail and organizational abilities
- Can effectively multitask in a fast-paced environment
- Have a collaborative mindset and team-oriented approach

Requirements

- Bachelor’s Degree (Required)
- Minimum 3 years of experience in:

Property & Casualty insurance (preferred) or

Insurance support role

- Experience in policy servicing, insurance operations, or agency support is highly preferred
- Proficiency with CRM systems, carrier portals, or similar platforms
- High-speed internet (50 MBPS or higher)
- Backup home internet connection (Required)
- Reliable electricity and personal mobile phone with data plan
- Dedicated quiet workspace at home
- Must reside in the Monterrey metropolitan area
- Available for immediate hiring

Languages

- English (Required)
- Spanish (Required)

Why Join Cover Desk Mexico?

At Cover Desk Mexico, we value your expertise and support your professional growth. You will gain hands-on experience in the U.S. Property & Casualty insurance industry, develop your technical and customer service skills, and work in a stable, professional, and fully remote environment.

Apply Now

Ready to grow your career in Property & Casualty Insurance?

Join Cover Desk Mexico today!

Job Types: Full-time, Permanent

Application Question(s):

- Do you have at least 50 mbps high speed internet at home?

- Do you have an American social security number, American visa, or a green card?

- Are you located in Monterrey, N. L.? If not, Which city are you from?

- Do you have a license in P&C; insurance?
- Please indicate your contact no. where we can contact you.

*
Kindly share your availability for interview from Monday - Friday, 9am-4pm MX CST.

Work Location: Remote

📌 WFH – P & C Insurance Licensed Bilingual CSR | Monterrey, Mexico Resident Only (México)
🏢 Cover Desk Mexico
📍 México