About the Role:
We are looking for a proactive and detail-oriented Insurance Virtual Assistant to handle client communication, payments, alerts, and documentation. This role is a mix of front-line call handling and backend administrative work. You will serve as a key support function to ensure clients are taken care of quickly while keeping internal systems accurate and organized.
Responsibilities
- Answer inbound calls professionally and assist with client requests
- Handle basic service needs such as payments, document requests, and policy inquiries
- Route calls efficiently to the appropriate team members
- Proactively work daily alerts (late payments, cancellations, missing info)
- Follow up with clients consistently until issues are resolved
- Collect and manage required documents (IDs, declarations, underwriting docs, etc.)
- Process Evidence of Insurance (EOI) accurately and on time
- Maintain detailed and accurate notes in AgencyZoom, APEX, or similar systems
- Keep workflows organized and up to date at all times
Qualifications
- Strong English communication skills (Spanish bilingual is a plus)
- Experience in customer service, admin, or insurance support roles
- Comfortable handling a high volume of phone calls
- Strong attention to detail and follow-through
- Ability to multitask in a fast-paced environment
- Experience with CRM tools like AgencyZoom, APEX, or similar systems preferred
- Must be willing to work night shift (US business hours) consistently
Work Location: Onsite
