Virtual Assistant

Office Management:

Maintain a welcoming and organized office environment.
Manage incoming calls, emails, and correspondence, directing them to the appropriate personnel.

Client Interaction:
Answer in bound phone calls on a VOIP system professional and friendly manner. Call clients to schedule and collect data.
Coordinate client appointments and meetings for insurance agents.
Assist in preparing and processing client documentation.

Administrative Support:
Provide administrative support to insurance agents, including document preparation, data entry, and file maintenance.
Assist in the preparation of reports, presentations, and other materials as needed.
Handle routine office tasks, such as managing a CRM such as Go High Level and AgencyBloc


Record Keeping:
Maintain organized and up-to-date records of client information, policies, and transactions.
Ensure compliance with record-keeping policies and procedures.

Project Management: You may be asked to compose email blasts in Constant contact, design in Canva, sort data such as expenses as needed.

Please send a video introduction about yourself and your experience in Administrative support. Applications without videos will not be considered.