About Phil-Am Insurance Agency
Phil-Am Insurance Agency is a growing Filipino-American insurance agency supporting clients and agents across the United States. We are seeking a detail-oriented, bilingual (Spanish/English) Admin Assistant based in the Philippines to support our operations team remotely.
Job Summary
This role is ideal for someone fluent in both Spanish and English, organized under pressure, and comfortable working with a US-based team. We specifically seek candidates from the Philippines areas, where Spanish-influenced Chavacano and English are widely spoken — making it a uniquely strong talent pool for this bilingual position.
Responsibilities
- Communicate with Spanish-speaking clients and prospects via phone, email, and messaging, translating and interpreting between English and Spanish as needed
- Manage and update records in our CRM (GoHighLevel), including contacts, pipeline stages, and task assignments
- Support agent onboarding by sending welcome materials, tracking document submissions, and following up on outstanding items
- Draft and format correspondence, reports, and internal communications in both English and Spanish
- Coordinate scheduling, calendar management, and follow-ups for agency leadership
- Assist with data entry, compliance documentation, and file management
- Handle inbound inquiries and route them to the appropriate team member
- Support ad hoc administrative projects as assigned
Requirements
- Conversational to fluent proficiency in Spanish and English — written and spoken (firm requirement)
- 1–2 years of administrative, virtual assistant, or office support experience
- Comfortable with CRM tools, Microsoft Office, and similar platforms
- Strong attention to detail with ability to manage multiple tasks simultaneously
- Reliable internet connection and a dedicated remote workspace
- Proactive communicator who follows through independently
Nice to Have
- Familiarity with GoHighLevel (GHL) or similar CRM/marketing platforms
- Background supporting US-based companies or US health, life, or Medicare insurance operations
- Experience with recruiting or onboarding workflows
- Comfort with Canva, document formatting, or basic HTML email work
What We Offer
- Competitive compensation based on experience (discussed at interview)
- Fully remote — work from home
- Collaborative Filipino-American team environment
- Opportunity to grow with a fast-scaling US insurance agency
- Exposure to US insurance industry operations and systems
Skills Required
- Conversational to fluent Spanish and English proficiency, written and spoken
- 1-2 years of administrative, virtual assistant, or office support experience
- Comfort with CRM tools, Microsoft Office, and similar platforms
- Strong attention to detail and ability to manage multiple tasks simultaneously
- Reliable internet connection and dedicated remote workspace
- Proactive communication and ability to follow through independently
- Familiarity with GoHighLevel or similar CRM or marketing platforms
- Experience supporting US-based companies or US health, life, or Medicare insurance operations
- Experience with recruiting or onboarding workflows
- Comfort with Canva, document formatting, or basic HTML email work
What We Do
Phil-Am Insurance Agency is a Filipino-American insurance agency serving clients and agents across the United States. It helps individuals and families evaluate and enroll in Medicare Advantage, Medicare Supplement, ACA/Marketplace, life, final-expense, annuity, and supplemental insurance products. The agency states that it has offered health and life insurance products in more than 30 states since 2022, working with highly rated carriers.
