CPT-7826 Bilingual (English/Spanish) Virtual Assistant at 20four7VA

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CPT-7826 Bilingual (English/Spanish) Virtual Assistant

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Junior and Senior Level
MIN. HOURS/WEEK 40 hours
SHIFT TIME ZONE: CST
SHIFT HOURS: 8am to 5pm
SHIFT DAYS: Monday to Friday
Number of VAs:: 1

GENDER PREFERENCE: Female
LANGUAGES SPOKEN/PREFERENCE: English/Spanish
ACCENT PREFERENCE: English Accent
REGION PREFERENCES: N/A

Job Summary: We are looking for a highly motivated and organized Executive Assistant to join our team. In this role, you will provide a variety of administrative and operational support to the Insurance Agent, including quoting home insurance, processing renewals, and communicating with clients and mortgage companies. You will also play a key role in training and onboarding new clients.

Responsibilities:

• Quote home insurance policies using our agency management system (Agency Matrix)
• Quoting: Assist in generating home insurance quotes for prospective clients, working closely with loan officers and mortgage companies. Handle an average of 80+ quotes per month.
• Renewals: Process policy renewals, including confirming coverages, updating mortgage clauses and loan numbers, and following up with clients regarding potential cancellations.
• Communication: Respond to inquiries from banks and mortgage companies regarding renewal updates and requests for evidence of insurance.
• Documentation: Generate and provide evidence of insurance as needed.
• Payment Calculations: Assist with payment calculations for renewed policies.
• Other administrative tasks as needed.

Qualifications:

• Experience in insurance or a related field (preferred)
• Strong understanding of customer service principles
• Excellent communication and interpersonal skills
• Proficient in MS Office Suite (Word, Excel, PowerPoint) and Google Docs
• Ability to type accurately and efficiently (minimum 60 wpm)
• Experience with Agency Management Systems a plus
• Dual monitors required
• Spanish speaking is a must

Applications/Software: Agency Matrix, OneNote

Phone System: N/A

Client Industry: Insurance Industry

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!