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 writing and speaking skills, native/fluent Spanish writing and speaking skills, at least 2 years of work experience in back-office and customer service roles, 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 stable internet and specific hardware requirements. The role involves tasks such as inputting and updating customer information, responding to emails, answering phone calls, calling carriers, issuing binders, policies, and endorsements, processing and revising draft insurance proposals or quotes, proofreading documents, creating and maintaining files, downloading policy documents and certificates, and calling/emailing customers regarding notices of cancellations and renewals. The role offers long-term work, great work/life balance, experience with international companies, continued English improvement in a multicultural environment, and potential client performance bonuses.

Requirements

• C1/C2 English writing and speaking skills
• Native/Fluent Spanish writing and speaking skills (Spanish and English are required)
• 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 30 MBPS download & 3 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

• 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, and Medical stipend after 12 months of client placement