Virtual Assistant

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Handle intake calls from prospective clients, serving as a warm and professional initial point of contact.

• Engage with existing clients via email and telephone communication.

• Address client inquiries and messages promptly and professionally.

• Oversee and coordinate calendars effectively.

• Collaborate with legal insurance firms on behalf of clients.

• Initiate claims on client accounts for new insurance clients.

• Process claims upon case completion.

• Assist with administrative tasks related to estate planning and broker affairs.

• Keep client and insurance information organized meticulously.

• Deliver compassionate and empathetic communication throughout the client journey.

⛳️ Requirements

• Outstanding English communication skills, both written and spoken (C1 level minimum).

• A positive and enthusiastic attitude with a desire to collaborate and resolve issues.

• Outgoing and personable, capable of engaging comfortably and professionally with potential and current clients.

• Strong verbal and written communication abilities.

• A warm, caring, and empathetic demeanor when interacting with clients.

• Attentive and responsive to client needs and inquiries.

• Excellent organizational skills with the capability to manage calendars and administrative responsibilities.

• Competence in collaborating with legal insurance companies and overseeing insurance-related administrative tasks.

• Proficiency in handling sensitive client interactions with professionalism, empathy, and care.

• Submission of resume or other documentation must be in English.

🏝️ Benefits

• Fully remote position; work from anywhere in the world.

• Local holidays recognized.

• Paid vacation provided.

• Opportunities for professional growth, including training and development.

• Competitive salary offered.

• Incentives based on performance.