Position Summary

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 member 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!

📌 Bilingual Insurance (Property & Casualty) Customer Service Representative - Work From Home (Monterrey)
🏢 Cover Desk Mexico
📍 Monterrey