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Job Title: Virtual Assistant – Client Services & Operations

About the Company:

Our client is a dynamic, customer-focused insurance agency dedicated to delivering seamless service and support to their policyholders. They pride themselves on efficiency, clear communication, and personal care.

:

Our client is seeking a proactive, client-focused Virtual Assistant to support their daily operations and serve as a primary contact for their clients. In this remote position, you will handle incoming inquiries, manage client records, and conduct proactive follow-ups to ensure an exceptional client experience.

Responsibilities of the role:

- Answer inbound phone calls with a warm, professional demeanor, providing quick answers or routing calls to the correct department.
- Reach out to clients via phone and email regarding policy updates, documentation needs, renewal reminders, and service status.
- Maintain accurate client records, input data into agency software,



and organize daily administrative workflows.
- Track client requests from initial contact to resolution, ensuring no task falls through the cracks.

Required Experience and Qualifications:

- C2 or Native English level (exceptional spoken and written skills required for client-facing communication).
- Outstanding phone etiquette, strong active listening skills, and a friendly, supportive tone.
- Highly organized, detail-oriented, and reliable with minimal supervision.

Preferred Skills:

- Prior experience in insurance administration, customer support, or claims assistance.
- Bilingual proficiency in Spanish is a strong advantage.

Software & Tools:

- Familiarity with VoIP systems (e.g., RingCentral, Aircall), CRM software, and Google Workspace / MS Office.

Schedule:

Monday to Friday

09:00 – 17:00 CT

40 hours/week

Salary and Benefits:

- Payment in USD or Local Currency according to candidate's preference.
- Full-time remote opportunity.

📌 Virtual Assistant (México)
🏢 Virtustant
📍 México