🎯IMPORTANT - Watch this quick Loom video on how to get hired:
https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0
C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.
PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH
DO NOT APPLY IF YOU DO NOT HAVE BOOKKEEPING EXPERIENCE

💼 We’re Hiring: Insurance Customer Service and Bookkeeping Assistant

📄 Job Information
Job Title:
Insurance Customer Service and Bookkeeping Assistant

Job ID:
PATJO1

Industry:
Insurance

Location:
LATAM (Bilingual Spanish & English)

Job Status:
Full Time

Work Schedule:
9:00am to 5:00pm CST

Compensation:
$7 - $9 per hour

Target Start Date:
ASAP

🧩 Role Overview
About the Client:
The client is a fast-growing, full-service insurance brokerage based in Texas, serving auto, home, business, commercial, life, and health insurance customers. Due to rapid growth and increasing operational demand, the agency is expanding its remote team to support daily operations and prepare for the opening of a second location. The company values reliability, accuracy, professionalism, and strong bilingual communication, as it serves a diverse English- and Spanish-speaking customer base.

About the Role:
The Insurance Customer Service and Bookkeeping Assistant plays a critical role in supporting both front-end customer interactions and back-end administrative and financial processes. This position requires handling a high volume of inbound calls, assisting with policy-related requests, maintaining accurate records, and supporting bookkeeping tasks. The ideal candidate is detail-oriented, dependable, bilingual, and comfortable working independently in a fast-paced insurance environment while handling sensitive customer and financial information.

📝 Key Responsibilities

• Answer and manage a high volume of inbound customer calls

• Assist customers with payments, policy updates, vehicle changes, address verification, and basic coverage questions

• Verify customer identity and accurately access and update policy information

• Escalate complex issues to the appropriate internal agent when necessary

• Communicate clearly and professionally with customers in both English and Spanish

• Provide guidance and reassurance to Spanish-speaking clients

• Maintain accurate and up-to-date customer records in the agency management system

• Upload, organize, and verify insurance documents across multiple carriers

• Monitor policy renewals and ensure files are complete and compliant

• Process daily customer payments and financial transactions

• Prepare and organize receipts, invoices, and transaction records

• Reconcile transactions in QuickBooks and internal systems

• Support payroll, accounting, and reporting tasks as needed

• Maintain confidentiality of customer and financial data

• Coordinate with internal agents to ensure timely task completion

• Use Microsoft Teams and other tools for daily communication and updates

• Follow established workflows and participate in onboarding and training

🎯 Qualifications & Skills

• Prior experience in an insurance agency, brokerage, or financial services environment

• Experience handling customer service calls in a professional setting

• Bookkeeping or accounting support experience preferred

• Experience supporting U.S.-based companies is a plus

• Proficiency with QuickBooks or similar accounting software

• Familiarity with CRM or agency management systems such as Agency Matrix is a plus

• Fluent in both English and Spanish, with the ability to support Spanish-speaking customers

• Neutral, easy-to-understand English accent suitable for U.S.-based clients

• Strong attention to detail and organizational skills

• Ability to work independently in a fast-paced environment

• Reliable computer setup, headset, and stable high-speed internet connection

!!! Submit your application today and take the first step toward your next great opportunity !!!