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About The Role:
- Seeking a reliable, detail oriented, and proactive Bilingual Insurance Operations Assistant to support both front end customer service and back end administrative and bookkeeping operations for a growing insurance brokerage.
- This role is critical to the day to day functioning of the agency.
Key Responsibilities:
- Answer and manage a high volume of inbound calls from customers.
- Assist clients with common insurance related requests, including payments, vehicle changes, policy updates, address verification, and basic coverage questions.
- Maintain a calm, professional tone at all times, especially during urgent or sensitive situations.
Administrative and Bookkeeping Support:
- Process daily transactions and payments received from customers.
- Prepare and organize receipts, invoices, and internal transaction records.
- Reconcile daily transactions within QuickBooks and the agency management system.
Inside Out Insurance
Inside Out Insurance is a fast-growing, full-service insurance brokerage based in Texas, serving a diverse customer base across auto, home, business, commercial, life, and health insurance lines. The company values reliability, professionalism, and excellent communication, especially because customer interactions require clear bilingual support in both English and Spanish.