Location:
100% Remote (Mexico-based) Schedule: Full-time, 9:00 AM – 6:00 PM US Pacific Time Start: Immediately

About the Role
Office Beacon is looking for a detail-oriented, bilingual Virtual Assistant to support US-based insurance agencies with daily operations and administration. Depending on the assignment, you may support Personal Lines, Commercial Lines, or both. What You’ll Do
• Support insurance quoting, renewals, endorsements and policy changes
• Enter and update customer and policy records in an Agency Management System
• Prepare applications, carrier submissions, Certificates of Insurance and Auto ID Cards
• Process mortgagee, lienholder and additional insured updates
• Request loss runs, MVRs, claims information and underwriting documents
• Communicate with English
- and Spanish-speaking clients by phone, email and text
• Accurately capture Spanish-language conversations and document them in English
• Assist with billing, past-due follow-ups, telemarketing, appointment setting and lead generation What You Bring
• Fluent spoken and written Spanish and English (required)




• At least 1 year of insurance experience (agency, carrier, brokerage or claims), OR at least 2 years in a regulated, technical, customer-facing or document-intensive industry
• Strong attention to detail and the ability to spot missing or inconsistent information
• Proficiency in Microsoft Outlook, Word and Excel
• Strong organisational and time-management skills
• Ability to learn insurance terminology, systems and workflows quickly
• Willingness to work hours aligned with US client operations Nice to Have
• US Property & Casualty (P&C;) insurance experience
• Employee Benefits operations
• ACORD forms
• Agency systems such as Applied Epic, AMS360, EZLynx, HawkSoft, QQ Catalyst, Nexsure or PL Rater
• Telemarketing or lead generation experience No insurance background? If you have experience in banking, healthcare administration, legal, BPO or another detail-heavy field, we still encourage you to apply.

📌 Bilingual Insurance Virtual Assistant (México)
🏢 Office Beacon South Africa
📍 México