Bilingual Licensed Insurance Agent (U.S. Licensed) | Remote | Mexico

Bilingual Licensed Insurance Agent (Remote – Mexico)

Job Summary

We are seeking highly motivated, bilingual insurance professionals with an active U.S. insurance license to join one of our premier U.S.-based insurance agency partners.

In this role, you'll provide exceptional service to U.S. clients while supporting policyholders throughout their insurance journey. You'll handle customer inquiries, policy servicing, renewals, quotes, and administrative tasks in a professional, fast-paced remote environment.

We're looking for individuals who are passionate about helping people, thrive in a customer-focused setting, and are committed to delivering an outstanding client experience.

If you're looking for a stable, long-term opportunity with a growing international company, we'd love to meet you.

Key Responsibilities

• Deliver outstanding customer service to U.S. insurance clients in both English and Spanish.
• Assist clients by phone, email, text, and other communication channels.
• Explain insurance coverage, answer policy-related questions, and resolve customer concerns.
• Process policy changes, endorsements, renewals, cancellations, and other servicing requests.
• Prepare and generate insurance quotes while identifying opportunities to better serve clients.
• Maintain accurate customer records within agency management systems and CRM platforms.
• Ensure compliance with agency procedures and state insurance regulations.
• Collaborate with internal teams to provide a seamless and professional customer experience.
• Meet productivity, quality, and service expectations established by the agency.

Minimum Qualifications

• Active U.S. Property & Casualty License OR Active U.S. Life & Health License (required).
• Minimum of 1 year of experience working in the U.S. insurance industry.
• Fluent English (written and verbal) with excellent communication skills.
• Professional Spanish communication skills.
• Experience supporting U.S.-based customers.
• Strong computer proficiency and the ability to learn new software quickly.
• Reliable high-speed internet connection.
• Dedicated, quiet home office suitable for remote work.
• Professional USB headset and webcam.

Preferred Qualifications

• Active California Insurance License.
• Multiple active U.S. state insurance licenses.
• Experience working with one or more of the following platforms:
  • Applied Epic
  • EZLynx
  • AMS360
  • AgencyZoom
  • HawkSoft
  • QQCatalyst
  • Salesforce
  • HubSpot
  • RingCentral
  • Five9
• Previous experience in a remote insurance agency environment.

Core Skills

• Outstanding customer service
• Professional communication
• Attention to detail
• Critical thinking and problem-solving
• Time management and organization
• Adaptability in a fast-paced environment
• Professional phone etiquette
• Self-motivated with the ability to work independently
• Strong teamwork and collaboration

What We Offer

• Competitive compensation.
• 100% remote work from anywhere in Mexico.
• Full-time, long-term career opportunity.
• Monday–Friday schedule supporting U.S. business hours.
• Ongoing training and professional development.
• Opportunities for career growth and advancement.
• Collaborative and supportive international team.
• The opportunity to work with established U.S. insurance agencies.

Application Process

Qualified candidates should submit their application. Selected applicants will be contacted for an initial interview, English assessment, and license verification before moving forward in the hiring process.

We appreciate every application and look forward to connecting with talented professionals who are ready to build a long-term career serving clients across the United States.

Israel Concha
Executive Director, New Comienzos