Virtual Assistants For Insurance Agency
A plus if bilingual English and Spanish
Having a Basic understanding of Auto, Home Insurance in the USA is a Plus
PT work To Start 10 to 20 hrs a week
Using software like Slack, Outlook, CRM, insurance AMS, Insurance Rating Software
Contact client for cancellation
calling our Current at renewal using our agent CRM software
Reviewing insurance quotes in EZ Insurance Rating Software to see if competitive From Renewal Re shopping Team
Calling Clients and doing a Customer Service review on there Renewal
Input Data into our AMS or CRM for insurance quotes or updating data
Calling Clients with a VOIP Phone
call insurance quotes and follow up, if still in the market by using CRM and EZ reports
calling or Texting back Clients using our CRM
Working With an Agency Mang Software called EZLynx
Working with a CRM called Agent CRM
Clearing dashboard inside of agent CRM for Renewals Text or Call in
Uploading reports into Agent CRM
Reviewing insurance quotes in EZ to see if competitive From Renewal Re shopping Team
English
