About Us
The Vanguard Insurance Agency is a highly respected, independent, and fast-growing insurance agency based in Houston, Texas. We specialize in both personal and commercial lines and are known for our five-star service and strong client relationships (check out our Google reviews).
We are not a traditional insurance agency—we are progressive, growth-minded, and team-oriented. Our success comes from collaboration between account managers and our service team, and we are expanding our Monterrey office to support that growth.
The Role
As a Customer Service Representative, you will support our U.S.-based account managers by handling client service requests, scheduling policy review calls, and ensuring an exceptional customer experience. This is an on-site role and requires full professional fluency in English.
Key Responsibilities
- Deliver high-quality customer service by actively listening and resolving client questions and concerns.
- Handle inbound customer inquiries related to existing insurance policies.
- Make outbound calls to existing clients to schedule policy reviews for account managers.
- Identify and document client needs accurately according to agency guidelines and lines of business.
- Support cross-selling and retention efforts through proactive service.
- Manage multiple tasks efficiently while maintaining attention to detail.
- Follow structured workflows and maintain reliable attendance.
What You Bring
- Fluent English (C1, C2, or Native required).
- Strong communication skills with the ability to build trust and rapport.
- A calm, professional demeanor with strong problem-solving ability.
- A self-starter mindset with eagerness to learn insurance products and systems.
- Strong organizational and multitasking skills.
- Dependability and ability to work a structured, in-office schedule.
Compensation & Benefits
- MX$25,000 – MX$30,000 pesos per month (total compensation, based on experience)
- Paid vacation time
- Growth and advancement opportunities
- Ongoing training and support
- Stable, full-time position in a growing agency
Job Type: Full-time
Pay: From $25,000.00 per month
Application Question(s):
- What is your english level? C1, C2, or Native
Education:
Experience:
- Customer Service: 2 years (Required)
Location:
- 66266, Residencial Santa Bárbara, N. L. (Required)
Work Location: Hybrid remote in 66266, Residencial Santa Bárbara, N. L.
