Full-Time or PT Insurance Client Servicing Assistant - English and Spanish Speaking

My independent auto & home insurance agency has reached the point where day-to-day client servicing needs a dedicated, full-time teammate. You will step in as the first point of contact once a policy is sold, keeping every client file current and every customer informed. Daily work revolves around Agency Zoom, our CRM. I’ll give you one-on-one, screen-share sessions until you’re completely comfortable navigating policies, activities, and automations. From there, you’ll handle all routine touchpoints: • Send and reply to client emails, texts, and the occasional phone call. • Prepare and dispatch DocuSign packets for signatures. • Upload photos, endorsements, and other documents to the correct client record. • Issue and email proof of insurance cards or binders on request. • Note every interaction inside Agency Zoom so our whole team stays synced. Success looks like same-day turnaround on service requests, spotless documentation, and polite, professional communication that reflects our brand voice. If you’re organized, tech-savvy, and comfortable juggling email, SMS, and phone conversations, let’s talk soon. Preferably Spanish speaking and writing.