Insurance Virtual Assistant at CGX Virtual Solutions | Torre
Insurance Virtual Assistant
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CGX Virtual Solutions

Insurance Virtual Assistant

CGX Virtual Solutions
Posted by
Crystal Gonzalez
Jesus Omar Caripa Trujillo
V
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(400) info
Emma
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Unleashing business potential, where efficiency meets success. 🚀
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Freelance
Recurrent (~20 hours per week)
Base compensation
USD4 - 6/hour

+ Commissions

+ Bonuses

Non-negotiable
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Remote (for Colombia residents)
Remote (for Venezuela residents)
Remote (for Ecuador residents)
Remote (for Peru residents)
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Visa sponsorship: No
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Posted over 2 years ago

Requirements and responsibilities

🚀 We are looking for a virtual assistant with experience in business insurance, auto insurance, and home insurance. 🔵 Responsibilities: ◽ Add or remove drivers. ◽ Adjust coverage on policies. ◽ Update addresses, VINs or other corrections. ◽ Make policy edits and corrections, including billing information. ◽ Change payment plans. ◽ Update discounts. ◽ Review policy increases. ◽ Quote new business. ◽ Remarket accounts. ◽ Manage client communication. ◽ Collect signatures. ◽ Distribute memos. ◽ Collect new client information for new business quotes. ◽ Process mortgagee changes. ◽ Send documents for e-signature. ◽ Process cancellations. ◽ Handle policy downloads. ◽ Complete certificates of insurance. ◽ Order loss runs. ◽ Assist with policy checking. ◽ Manage after-hours phone service. ◽ Perform file auditing. ◽ Manage claims follow up. ◽ Complete prospecting. 📌 If you are contacted, you will be provided with more information about bonuses and commissions.
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