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, 2 years of back-office and customer service experience, proficiency with MS Office Suite, exceptional telephone manner & email writing skills, ability to quickly learn new tools and software, a quiet home office, stable internet, a laptop/desktop, smartphone, preferably a university degree or graduating in the next 12 months (if not, extensive experience is required), and insurance experience is beneficial. The job involves admin and customer service tasks for insurance agencies. The benefits include long-term work, great work/life balance, experience with international companies, continued English improvement, work from home, paid training, potential bonuses, and competitive pay.

Requirements

• C1/C2 ENGLISH and SPANISH writing and speaking skills
• At least 2 years of work experience in back-office and customer service roles
• 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 15 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 (if you do not have a degree, you should have more extensive experience)
• Although not required, any insurance experience would be advantageous

Benefits

• Long-term, stable work - our placements last years, not months
• Great work/life balance - insurance roles are very much ‘9 to 5’ type jobs
• 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
• Potential for client performance bonuses
• Earn competitive pay in USD