Remote Virtual Assistant

Summary

The job is for a Remote Insurance Assistant at Elevate Teams, a US recruitment company. The position requires C1/C2 English and Spanish skills, at least 2 years of work experience in back-office and customer service roles, availability to work Monday - Friday 9AM - 6PM in US time zones, proficiency with MS Office Suite, exceptional telephone manner & service-orientated email writing skills, ability to quickly learn how to use new tools and software, a quiet home office with a desk and office chair, stable internet with at least 10 MBPS download & 2 MBPS upload speed, a laptop/desktop with 8GB RAM, a 1.6GHz processor, and 50GB of free hard-drive space, and a smartphone. The job involves inputting and updating customer information, responding to customer emails, answering incoming phone calls, calling carriers to gather information about customers’ insurance policies, issuing binders, policies, and endorsements, processing and revising draft insurance proposals or quotes, proofreading documents for accuracy and completeness, creating and maintaining files according to policies and procedures guidelines, downloading policy documents and certificates and sending to the required parties, calling and emailing customers regarding notices of cancellations and renewals, and other relevant duties as assigned. The job offers experience working with international companies, continued perfecting of English while working in a multicultural environment, work from home, paid training, long-term stable work, great work/life balance, work with a talented, dynamic team in a rapidly growing company, competitive pay in USD, potential for client performance bonuses, and benefits including most US Federal Holidays as PTO, minimum 5 additional PTO days for personal use, gym/wellness allowance, birthday/anniversary bonuses, medical stipend after 12 months of client placement.

Requirements

• C1/C2 ENGLISH and SPANISH writing and speaking skills
• At least 2 years of work experience in back-office and customer service roles
• MUST BE AVAILABLE TO WORK MONDAY - FRIDAY 9AM - 6PM IN US TIME ZONES (PST, MST, CST, and/or EST)
• Proficient with MS Office Suite
• Exceptional telephone manner & service-orientated email writing skills
• Ability to quickly learn how to use new tools and software
• A quiet home office with a desk and office chair
• Stable internet with at least 10 MBPS download & 2 MBPS upload speed
• A laptop/desktop with 8GB RAM, a 1.6GHz processor, and 50GB of free hard-drive space, and a smartphone

Responsibilities

• Input and update customer information in the client's agency management system
• Respond to customer emails, resolving simple queries or elevating complex cases
• Answer incoming phone calls (you'll be given a VoIP account to use from your laptop)
• Call carriers to gather information about customers’ insurance policies
• Issue binders, policies, and endorsements
• Process and revise draft insurance proposals or quotes
• Proofread documents for accuracy and completeness
• Create and maintain files according to policies and procedures guidelines
• Download policy documents and certificates and send to the required parties
• Call and email customers regarding notices of cancellations and renewals

Preferred Qualifications

• Preferably graduated with a university degree or graduating in the next 12 months
• Although not required, any insurance experience would be advantageous

Benefits

• Gain experience working with international companies
• Continue to perfect your English while working in a multicultural environment
• Work from the comfort of your home - no daily commuting to the office
• Receive paid training and get experience in a new industry
• Long-term, stable work - our placements last years, not months
• Great work/life balance - insurance roles are very much ‘9 to 5’ type jobs
• Work with a talented, dynamic team in a rapidly growing company
• Earn competitive pay in USD
• Potential for client performance bonuses
• Full-time client roles are eligible for our benefits program, which includes: Most US Federal Holidays as PTO, Minimum 5 additional PTO days for personal use, Gym/Wellness allowance, Birthday/Anniversary bonuses, Medical stipend after 12 months of client placement