Insurance Agencies
A dedicated bilingual service professional from Latin America, working your US hours in your agency system, carrier portals and the tools you already run.
🇨🇴 Colombia
🇨🇴 Colombia
🇻🇪 Venezuela
🇲🇽 Mexico
🇻🇪 Venezuela
🇦🇷 Argentina
🇧🇷 Brazil
🇨🇴 Colombia
🇵🇪 Peru
🇨🇱 Chile
🇦🇷 ArgentinaCore systems our insurance staff run
Every insurance professional is screened on the systems your agency already runs on: Applied Epic, AMS360, HawkSoft, EZLynx, carrier portals and comparative raters. Tell us your stack and we screen for it.
Scope of the role
One professional from Latin America, hired into one role, keeping service and renewals moving so your producers stay on selling.
Service requests closed same day.
Certificates of insurance, ID cards, endorsements and evidence of insurance issued and loggedApplied Epic · AMS360 · HawkSoft
Renewals worked 60 to 120 days out.
Renewal reviews prepared, exposure updates collected, remarketing quotes run across carriersCarrier portals · Comparative raters
Submissions out, follow-ups tracked.
Applications gathered, submissions sent to carriers, underwriting follow-up kept movingEZLynx · Carrier portals
Every policyholder answered.
Calls and emails answered in English and Spanish, billing questions and payment issues handledRingCentral · Outlook · DocuSign
Your agency system, current.
Policy data entered, carrier downloads reviewed, client records and documents kept currentApplied Epic · AMS360 · Drive
In your hours, your channels.
United States business hours end to end, fluent English and Spanish with your clients and teamGMT-3 to GMT-6 · Seven countries
You stay in control of the decision.
Your agency system, your lines of business and your hours. Two minutes on a form.
3 to 5 candidates, screened in four stages on insurance service work and spoken English. Ready in 2 to 5 days.
You meet the shortlist and choose the person you want working your book. The decision stays yours.
Onboarded into your tools, on your schedule, with one Mate&Work contact who owns the relationship.
Meet the person, not the profile
Priscilla is one of the bilingual professionals Mate&Work has placed with US businesses. She works for a US insurance agency, on their hours, in their tools, as part of their team.
What the role looks likeA dedicated professional who keeps scheduling, client records and follow-ups moving in English and Spanish, so your team spends its day on clients.
Before you compare prices, count what servicing the book costs you right now.
US customer service representatives earn a median $44,770, before payroll taxes and benefits.
Every hour a producer spends on certificates and endorsements is an hour off selling.
A renewal worked too late, a client remarketed by another agency, and the commission with it.
The same work, up to 75% less, with no placement fee and no minimum term.
You only ever pay Mate&Work, never the talent. No payroll, no contracts, no hidden fees.
On the call we scope the role, write the profile and benchmark the budget against real market rates, then hand-match your shortlist. All of it before you pay anything toward the search.
A single $75 deposit activates your search. It is fully refundable, credited to your first invoice when you hire, and the only thing you pay before your new hire starts.
Once your hire starts, you pay Mate&Work on one invoice, weekly or monthly, your choice. We handle payroll, contracts and currency, so nothing else lands on your side.
You are hiring a person into a role, not buying a service package.
The $75 search activation deposit is refundable and comes off your first invoice.
The same comparison we make for every role, applied to your agency.
| Mate&Work | Offshore, marketplaces, local hires | |
|---|---|---|
| Vetting | Top 3%, screened in four stages | Self-managed or lightly screened |
| Risk | Replacement guaranteed, no minimum | Placement fees and locked contracts |
| Time zone | Bilingual, on your US hours | Offshore hours and language gaps |
| Support | A Miami-based partner you talk to | A marketplace or a ticket queue |
| Cost | Up to 75% less than a local hire | Full local salary, or cheap but unvetted |
Best decision I have made for my small business in Miami. We've been able to grow 4x, super trustworthy and friendly bilingual professionals. They help you with client support, day to day operations, logistics.
The process of finding the right person was handled in a very professional manner. I am truly happy with their service and especially with the person they assigned to me. It has made a big difference in my day-to-day operations.
In just a week and a half, I had the right person already onboard and helping me in my business. All I had to do was clearly outline the role, and they took care of the interviews, the selection process, and even the onboarding call.
Key facts
The essentials of hiring bilingual insurance service staff from Latin America through Mate&Work.
Tell us how your agency handles service today and we will have a shortlist of bilingual insurance professionals in front of you within 2 to 5 business days.
