**About Us**
The Vanguard Insurance Agency is a highly respected, independent, and fast-growing insurance agency based in Houston, Texas. We specialize in both personal and commercial lines and are known for our five-star service and strong client relationships (check out our Google reviews).
We are not a traditional insurance agency—we are progressive, growth-minded, and team-oriented. Our success comes from collaboration between account managers and our service team, and we are expanding our Monterrey office to support that growth.
**The Role**
As a **Customer Service Representative**, you will support our U.S.based account managers by handling client service requests, scheduling policy review calls, and ensuring an exceptional customer experience. This is an **on-site role** and requires **full professional fluency in English**.
Key Responsibilities
- Deliver high-quality customer service by actively listening and resolving client questions and concerns.
- Handle inbound customer inquiries related to existing insurance policies.
- Make outbound calls to existing clients to schedule policy reviews for account managers.
- Identify and document client needs accurately according to agency guidelines and lines of business.
- Support cross-selling and retention efforts through proactive service.




- Manage multiple tasks efficiently while maintaining attention to detail.
- Follow structured workflows and maintain reliable attendance.
**What You Bring**
- **Fluent English (C1, C2, or Native required)**.
- Strong communication skills with the ability to build trust and rapport.
- A calm, professional demeanor with strong problem-solving ability.
- A self-starter mindset with eagerness to learn insurance products and systems.
- Strong organizational and multitasking skills.
- Dependability and ability to work a structured, in-office schedule.
**Compensation & Benefits**
- MX$25,000 - MX$30,000 pesos per month (total compensation, based on experience)
- Paid vacation time
- Growth and advancement opportunities
- Ongoing training and support
- Stable, full-time position in a growing agency
Pay: From $25,000.00 per month
Application Question(s):
- What is your english level? C1, C2, or Native
**Education**:
- Bachelor's (required)
**Experience**:
- Customer Service: 2 years (required)
**Location**:
- 66266, Residencial Santa Bárbara, N. L. (required)
Work Location: Hybrid remote in 66266, Residencial Santa Bárbara, N. L.

📌 Bilingual Customer Service Representative (Residencial Santa Bárbara)
🏢 The Vanguard Insurance Agency
📍 Residencial Santa Bárbara