Virtual Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Bilingual Virtual Assistant

 

About the Company:

Our client is an established insurance agency that provides personal and commercial coverage solutions to families and businesses.

 

Job Description:

We are looking for a bilingual virtual assistant with strong phone skills. You will be the voice of the agency. You will answer incoming calls and make outbound calls to clients.

 

Responsibilities of the role:

• Answer incoming calls promptly with a warm greeting in English and Spanish.

• Address everyday customer questions about policy updates, document requests, and account checks.

• Process policy payments over the phone.

• Gather information from new clients to start new insurance quotes for licensed agents.

• Place outbound calls to existing clients about missed payments.

• Introduce current clients to extra insurance coverage options.

• Collect details for extra sales and send warm leads to the licensed producers.

• Enter data accurately across agency systems and carrier portals.

• Log detailed call notes and update customer records.

 

Required Experience and Qualifications:

• Fully bilingual in English and C2 Spanish, spoken and written.

• Proven experience in a phone-based role such as virtual assistance, call center, customer support, or inside sales.

• Clear diction and active listening skills.

• Reliable personal computer and high-speed internet connection.

• Noise-canceling headset suitable for phone calls.

 

Preferred Skills:

• Prior experience in the insurance industry or financial services.

 

Personality:

• Articulate and dependable.

• Quick learner with a high degree of coachability.

 

Software & Tools:

• CRM software.

• Google Workspace and Microsoft Office.

• Cloud telephony platforms.

 

Schedule:

Starts at approximately 30 hours per week, with a planned progression into a full-time schedule of 40 hours per week based on performance.

Monday to Friday, 9:00 AM – 5:00 PM Central Time.

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.