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Job Details

Virtual Assistants For Insurance Agency

Job Overview

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  

Skills

  • Admin Assistant
  • Appointment Setter
  • Data Entry
  • Spanish - Speak, Read and Write
  • Email Management
  • Personal Assistant

Industry

  • Insurance Virtual Assistants
  • Marketing Virtual Assistants

Service

  • Administrative service
  • Customer Service
  • Marketing Services
  • Prospecting Services
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