Insurance Virtual Assistant
Are you losing weekly hours to the operations of running an insurance company? Although the administrative labor is necessary, it frequently interferes with your ability to concentrate on your sales and main business. These chores can be handled by our virtual assistants, which will save you a lot of time.
When needed, your clients receive the assistance they require. Our virtual employees are completely committed to you, supporting the growth of your company, your clients, and the quality of service your customers expect. This enables you to concentrate on expanding your business and attracting new clients
How it Works?
Sign Up
Our Business Advisors can help you put together a job description that fits your current real estate business model.
Consultation
Let our Business Advisors know about your set-up so we can introduce you to the right person for the job.
Sourcing
Our team will pool only the best candidates based on the skill profile your insurance business needs
Interview
After short-listing from the initial list of profiles, we will assist you in interviewing the most fitting candidates for the job.
Hiring
The final decision comes from you. After selecting your Insurance VA, your account will be assigned to a manager who will be your main point of contact for VA concerns.
Congratulations
Now you can enjoy a freer schedule to focus on your business.
Our Insurance VA Services
Our highly skilled virtual assistants have outstanding communication skills and a high degree of proficiency, along with in-depth knowledge of the field. With our insurance assistant services will relieve you of the strain of monotonous daily activities like scheduling appointments, preparing policy information, CRM management and taking payments, whether you need part-time or full-time assistance.
Insurance VA Positions
Virtual Administrative Assistant:
- Managing your schedule
- Email management
- Direct Inquiries
- Organize files and transcribe minutes
Virtual Sales Assistant:
- Prospecting and building leads
- Cold calling
- CRM Management
- Client follow-up
Virtual Marketing Assistant
- Creating Marketing Content
- Managing and posting on social media
- Email campaigns
- Market Research
Virtual Accounting Assistant
- Bookkeeping
- Data Entry
- Bank and Credit Card reconciliation
- Filing documents and handling mail
Virtual Designer
- Create logos, flyers, presentations, etc.
- Design print and mail stationary and format.
- Create corporate image and branding manuals.
- Illustrate websites and digital platforms with banners, slides, and icons.
- Create animations and edit videos.
Virtual Caller
- Outbound Calling
- Inbound customer service
- Appointment Settings
- Connecting with clients