Admin Assistant (Voice) - (ZR_20757_JOB)

This is a remote position.

Schedule:

• 40 hours per week, 9:00 AM to 6:00 PM Chapel Hill, NC time - Monday to Friday
  

Client Timezone: US Time Zone EST

Client Overview

Join a dynamic and growing insurance agency specializing in property and casualty insurance. This established U.S.-based firm is seeking a dedicated virtual assistant to help streamline operations and enhance customer service. As a key member of the team, you’ll play a crucial role in managing client communications, coordinating with licensed agents, and ensuring smooth day-to-day operations. This position offers an exciting opportunity to gain valuable experience in the insurance industry while working with a diverse clientele.

As a Virtual Assistant for our thriving insurance agency, you’ll be at the forefront of client interactions, managing important communications, and supporting the growth of our business. This role offers a unique blend of customer service, administrative support, and insurance industry exposure. You’ll handle a variety of tasks, from managing our CRM system to coordinating appointments between clients and licensed agents. Your work will directly impact our agency’s efficiency and client satisfaction, making you an integral part of our success. This position is ideal for someone who thrives in a dynamic environment, enjoys multitasking, and has a keen interest in the insurance sector.

•  Data Entry Assistance with Voice Calls
  
• Mix of Data Entry Assistance and Personal Assistance
  
• Should be technical in understanding the basic tools and resolve any issues and Challenges by researching independently for solutions.
  
• Ability to handle calls or handle an influx of client calls.
  
• Good Texting skills
  
• In addition to being the best in the business when it comes to customer satisfaction, you will need to be a confident, fully engaged team player who is dedicated to bringing a positive and enthusiastic outlook to work each day
  
• Ideal candidates for this position are highly motivated, energetic, and dedicated
  
• Excellent organizational, written, and oral communication skills
  
• The ability to type swiftly and accurately (20+ words a minute)
  
• Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
  
• Basic understanding of Windows operating system
  
• Highly reliable with the ability to maintain regular attendance and punctuality
  
• The ability to evaluate, troubleshoot, and follow-up on customer issues
  
• An aptitude for conflict resolution, problem-solving, and negotiation
  
• Must be customer service oriented (empathetic, responsive, patient, and conscientious)
  
• Ability to multi-task, stay focused, and self-manage
  
• Strong team orientation and customer focus
  
• The ability to thrive in a fast-paced environment where change and ambiguity prevalent
  
• Excellent interpersonal skills and the ability to build relationships with your team and customers
  
• Flexible in taking more responsibilities 
  

• PROPERTY & CASUALTY Insurance Industry Experience is a must Have
  

• Working with USA based customers experience is a MUST
  

Requirements

• In this role, you will provide full life-cycle customer service
  
• This role requires you to interact with US based customers each week across the country to ensure a best-in-class customer experience
  
• Handle inbound and outbound contacts in a courteous, timely, and professional manner
  
• Utilize knowledge base and training to accurately answer customer questions
  
• Listen to customers, understand their needs, and resolve customer issues
  
• Research systems to find missing information; coordinate with other departments to resolve issues as applicable
  
• Utilize systems and technology to complete account management tasks
  
• Accurately document and process customer orders in appropriate systems
  
• Follow all required scripts, policies, and procedures
  
• Comply with requirements surrounding confidential information and personal information
  
• Escalate customer issues to the appropriate staff and managerial for resolution as needed
  
• Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes
  
• Adhere to all attendance and work schedule requirements
  
• This position relies on building relationships and turning the knowledge you gain in training into customer wins
  
• This job operates in a professional office environment
  
• While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset
  
• The staff will be regularly required to operate a computer and other office equipment, including a phone
  

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job