Virtual Assistant / Receptionist

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

 

Job Title: Virtual Assistant / Receptionist

 

About the Company:

Our client is an independent insurance brokerage that sells auto, home, commercial, health, and life insurance to local individuals, families, and businesses.

 

Job Description:

As a Virtual Assistant and Receptionist, you will be the first point of contact for clients and potential customers. You will handle incoming calls, gather information for insurance quotes, and perform administrative tasks. You will use specific software to manage client data and ensure smooth operations.

Your main goal is to provide friendly and confident customer service while accurately collecting and routing information to the internal team.

 

Responsibilities of the role:

• Answer incoming phone calls in English and Spanish during business hours.

• Gather basic information from prospective customers for insurance quotes.

• Type caller information into a standardized intake template while speaking with them.

• Pass collected details to internal team members for quote processing.

• Perform administrative and data entry tasks during downtime between calls.

• Log information and client records using the agency management system.

• Log in to the phone system and agency management software daily.

• Install any required local security software or credentials.

• Review the intake template and guidelines with the team.

• Test typing and logging client data while running test calls.

• Confirm log-off with the team and review unanswered messages at the end of the day.

 

Required Experience and Qualifications:

• Bilingual fluency in English and Spanish.

• Ability to type and speak simultaneously while conversing with callers.

• Experience handling calls and transferring lead information.

• Friendly, confident, and welcoming phone manner.

• Availability during business hours (8:00 AM – 5:00 PM Central Time, excluding lunch).

• C1 or C2 English level.

• Personal computer and high-speed internet.

 

Preferred Skills:

• Prior experience in the insurance industry.

• Experience using EasyLinks (EZLynx) agency management software.

 

Personality:

• Friendly and welcoming.

• Confident and self-assured.

• Consistent and dependable.

• Pragmatic multitasker.

 

Software & Tools:

• Central (VoIP Phone System)

• EasyLinks (EZLynx) agency management software

• Standardized Intake Template

• Cybersecurity / Carrier Compliance Tools (as required)

 

Schedule:

Monday to Friday

8:00 AM to 5:00 PM Central Time

12:00 PM to 1:00 PM lunch break

No weekends

 

Salary and Benefits:

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

• Full-time remote opportunity.