Junior Insurance Virtual Assistant

We are a successful USA Insurance Agency offering a great opportunity for the right individual to learn the growing Insurance Business. We are looking for Full time candidates, Committed for the Long term..
SALARY & BENEFITS AT JPAPPAS
Monthly Contract : 30K
BENEFITS:
5 Paid yearly Sick leaves (upon 1 year service)
10 paid vacation leaves (upon 1 year service)
Contribution to HMO upon finishing 3 months trainings
CANDIDATE REQUIREMENTS:: Please do not apply if you do not meet the criteria.
You must have the following to apply for this position:
- University Degree, Preferably in Business
- Fluent English with Great Phone/Communication skills.
- At least 2+ years of Customer Service experience Preferably in Insurance/Financial Services
- Working from home experience set up +1 years and Can work 40 hours a week on USA/New York times (night shift)
- Must have computer with DUAL MONITOR of minimum 20 Inch, a noise-cancelling HEADSET, computer, high-speed internet & secure connection/backup options, CAMERA for Google meet and backup power station for your WIFI and computer.
- Must be Extremely ORGANIZED, detail-oriented, with strong time-management, tasks and projects prioritization skills!
- You will be connected via GOOGLE MEET with a mirror employee in USA
- Experience/background in the local financial services & local Insurance industry is required for this position.
- submit most recent (2023) NBI clearance copy upon hire or within the first 2 weeks of start date.
JOB ROLE:
Tasks to execute but not limited to:
A. APPLICATIONS
- Filling out Application forms
- Enter account details in our CRM (Agency Management System)
B. QUOTING
- Quote with direct Insurance carriers
- Submit accounts to agencies for quotes
- Sending the quote proposals to your insureds
C. BINDING
- Put together binding documents
- Bind quotes with our direct carriers
- Submit bind requests to agencies
D. POLICY ISSUANCE
- Send policies to insureds
- File policy info in our CRM and attach documents
E. SERVICING
- Endorsements,- Cancellations,- Reinstatements,- Invoices,- Payments,- Certificates,-
Audits, Renewals,- Rewrites
F. MISCELLANEOUS
- Commission reconciliations, keeping track of renewals, etc
- Handle inbound and outbound phone calls (insureds, banks, carriers, etc.)
- Customer Service
TO APPLY: ( Only those who will follow instructions will be considered for the position)
1) Email :
2) Use SUBJECT LINE: INSURANCE VA - (Your Name)
3) Provide the following:
Resume
Speed test
Tell me about your past experience and how it applies to the requirements outlined in this Ad.
Tell me how long you have been working from home and why you enjoy it
Link to Online jobs profile
SKILL SUMMARY