Virtual Assistant

Our client is a dynamic, customer-focused insurance agency dedicated to delivering seamless service and support to their policyholders. They pride themselves on efficiency, clear communication, and personal care.

Job Description:

Our client is seeking a proactive, client-focused Virtual Assistant to support their daily operations and serve as a primary contact for their clients. In this remote position, you will handle incoming inquiries, manage client records, and conduct proactive follow-ups to ensure an exceptional client experience.

Responsibilities of the role:

• Answer inbound phone calls with a warm, professional demeanor, providing quick answers or routing calls to the correct department.

• Reach out to clients via phone and email regarding policy updates, documentation needs, renewal reminders, and service status.

• Maintain accurate client records, input data into agency software, and organize daily administrative workflows.

• Track client requests from initial contact to resolution, ensuring no task falls through the cracks.

Required Experience and Qualifications:

• C2 or Native English level (exceptional spoken and written skills required for client-facing communication).

• Outstanding phone etiquette, strong active listening skills, and a friendly, supportive tone.

• Highly organized, detail-oriented, and reliable with minimal supervision.

Preferred Skills:

• Prior experience in insurance administration, customer support, or claims assistance.

• Bilingual proficiency in Spanish is a strong advantage.

Software & Tools:

• Familiarity with VoIP systems (e.g., RingCentral, Aircall), CRM software, and Google Workspace / MS Office.

Schedule:

Monday to Friday

09:00 – 17:00 CT

40 hours/week

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