Retirement & Insurance Account Specialist

? Location: Remote – Mexico

? Schedule: Monday–Friday | 8:30 AM–5:30 PM ET

? About the Role

We are looking for a Retirement & Insurance Account Specialist to support clients with retirement accounts, insurance-related processes, and account operations .

This role combines customer service and administrative operations , including client communication, account opening, documentation, and data entry.

? Key Responsibilities

• Assist clients by phone with retirement and insurance-related questions .

- Explain account-opening procedures, eligibility, documentation, and processes.

• Support IRAs, 401(k)s, rollovers, transfers, and distributions .

- Review and process client documentation.
- Enter and maintain accurate information in internal systems.
- Document client interactions and follow-ups.
- Provide professional customer service while managing administrative tasks.

✅ Requirements

• 2+ years of relevant experience .

• Experience in insurance, financial services, banking, retirement services, employee benefits, or a related field .

- Strong customer service and phone communication skills.
- Strong English communication skills.

• Experience with insurance products, policies, or accounts .





- Strong organization and attention to detail.

• Experience with Excel or a similar spreadsheet tool .

- Comfortable working with multiple systems and learning new platforms.

⭐ Preferred Experience

Experience with

- IRAs / 401(k)s / retirement accounts
- Insurance or employee benefits
- Banking or financial services
- Investment or brokerage services
- Accounting or financial operations
- Mortgage or title companies
- Salesforce

Retirement industry experience is a plus, but company-specific training will be provided.

? Training

You do not need experience with our internal systems. Training will be provided on company procedures, workflows, and retirement account processes.

? Compensation

• Payroll: $16,000 – $17,000 MXN/month

• Direct: $20,000 – $22,000 MXN/month

? Join Us

If you have a background in insurance or financial services , enjoy working with clients, and are comfortable balancing customer service with administrative responsibilities, we would like to hear from you.

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📌 Retirement & Insurance Account Specialist (México)
🏢 Remoto Workforce
📍 México