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Virtual Assistant - Insurance Support Team

Job Overview

Position Overview:

We are seeking a dynamic and self-motivated Virtual Assistant to join our insurance back office support team. As a Virtual Assistant, you will play a crucial role in ensuring the smooth and efficient operation of various insurance processes. The key responsibilities include data entry, email communication, and assisting with quoting for both personal and business insurance. Additionally, we are actively looking for an experienced Insurance Customer Service Representative who will be responsible for engaging with our valued clients, addressing inquiries, resolving concerns, and providing comprehensive information about our insurance products.

Key Responsibilities:

Virtual Assistant:

  1. Data Entry: Accurate and timely entry of information into relevant databases.
  2. Email Communication: Handling and responding to emails efficiently, maintaining clear communication channels.
  3. Quoting Assistance: Supporting the team in the quoting process for both personal and business insurance.
  4. Back Office Support: Collaborating with the back-office team to ensure seamless operations and increased productivity.

Insurance Customer Service Representative:

  1. Client Engagement: Interacting with clients in a professional and friendly manner to address inquiries and provide information.
  2. Issue Resolution: Resolving client concerns promptly and effectively, ensuring high levels of customer satisfaction.
  3. Policy Review: Reviewing customer insurance policies and providing clear explanations of coverage details.
  4. Call Management: Directing calls to sales agents for policy initiation or upgrades, ensuring efficient and effective communication.

Qualifications:

Virtual Assistant:

  1. Proven experience as a virtual assistant or in a similar administrative role.
  2. Strong organizational and multitasking abilities.
  3. Excellent communication skills, both written and verbal.
  4. Proficient in data entry and familiarity with relevant software applications.

Insurance Customer Service Representative:

  1. Previous experience in customer service within the insurance industry.
  2. In-depth knowledge of insurance products and policies.
  3. Exceptional communication and interpersonal skills.
  4. Ability to handle challenging situations with professionalism and empathy.

How to Apply:

If you are a proactive and detail-oriented individual who thrives in a fast-paced environment, please submit your resume and a cover letter highlighting your relevant experience to [Your Contact Email].

Skills

  • Admin Assistant
  • Quality Assurance
  • Recruitment Assistant
  • Research
  • IT
  • Appointment Setter
  • Data Entry
  • Sales Funnels
  • Email Management
  • Excel

Industry

  • Insurance Virtual Assistants

Service

  • Administrative service
  • Customer Service
  • Executive Virtual Assistant
  • Marketing Services
  • Prospecting Services
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