Insurance Agency Looking for a Virtual Assistant

Job Posted: 06.10.2021 16:30:57

Responsibilities will include:
-Answering incoming phone calls
-Making outbound phone calls
-Organizing lists
-Assisting customers with questions or transferring them to the correct office that can help them
-Assist with task needed
-Note phone calls in a CRM

-Must speak fluent English
-Be able to provide a pleasant experience via phone
-Be able to learn and understand auto, home, health, and like insurance basics.
-Have the ability to learn how to navigate a CRM
– Have some technical ability to be able to use and set up a VIOP phone
-have the ability to listen to customers and understand their needs without talking over them. Then be able to assist them properly.

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