Insurance VA at Stellar Staff | Torre
Insurance VA
trending_up Invest in Torre
Stellar Staff

Insurance VA

Stellar Staff
Posted by
Christian Jay Repoyo
star_border star_border star_border star_border star_border
star star star star star
(1) info
Emma
Emma
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Contractor

Currency exchange and payroll taxes to be paid by:

Candidate

Compensation USD6/hour
Negotiable
location_on
Remote (for Costa Rica residents)
Posted 2 months ago

Responsibilities

How You’ll Make an Impact: - Policy Lifecycle Management: Process policy renewals. - Policy Lifecycle Management: Update account details (e.g., loss payee changes). - Policy Lifecycle Management: Handle cancellations. - Policy Lifecycle Management: Maintain clean records across insurance platforms. - Proactive Collections & Retention: Conduct outbound calls and emails to follow up on pending payments. - Proactive Collections & Retention: Collect overdue premiums. - Proactive Collections & Retention: Ensure policyholders avoid gaps in coverage. - Cross-Channel Communication: Serve as a central point of contact for individual policyholders, insurance carriers, and mortgage companies via phone and email. - Multi-Portal Navigation: Efficiently navigate multiple carrier systems and CRMs to retrieve policy documents. - Multi-Portal Navigation: Verify coverage. - Multi-Portal Navigation: Input critical client updates. - Administrative Operations: Manage main inbox notifications. - Administrative Operations: Process payments. - Administrative Operations: Support daily administrative needs with high accuracy. Who We Are Looking For: - Insurance Background: 2+ years of intermediate-to-advanced experience in the insurance industry (familiarity with agency workflows, policy admin, and carrier portals is required). - Bilingual Proficiency: Fluent written and spoken communication skills in both English and Spanish. - Resourceful Problem-Solver: You excel in environments without rigid, step-by-step SOPs. - Resourceful Problem-Solver: You know how to figure things out, ask smart questions, and navigate complex carrier systems independently. - High Trust & Confidentiality: Exceptional accountability when handling sensitive client information, including payment credentials and personal identification data. - Real-Time Communicator: Highly responsive and comfortable maintaining real-time communication with management via team channels.
This job post is closed.