Job Overview
In the capacity of a Virtual Assistant within the insurance back office support team, you will assume a pivotal role in ensuring the seamless and efficient operation of insurance processes. Your responsibilities span a diverse range of tasks geared towards supporting back-office functions and elevating overall productivity. Simultaneously, we are actively seeking an experienced Insurance Customer Service Representative to engage with our esteemed clientele, addressing inquiries, resolving concerns, and providing detailed information about our insurance products. Your role will extend to reviewing customer policies and adeptly directing calls to sales agents for policy initiation or upgrades.
Key Responsibilities:
Data Management:
- Effectively handle and organize extensive volumes of insurance-related data, ensuring precision and adherence to established protocols.
Policy Administration:
- Collaborate closely with agents to streamline policy issuance, updates, and cancellations.
Documentation and Filing:
- Maintain a well-organized digital filing system for policy documents, claims records, and essential paperwork, facilitating swift retrieval and reference.
Communication Liaison:
- Act as a communication bridge between internal departments and external stakeholders, ensuring transparent and prompt information exchange.
Customer Support:
- Provide comprehensive support to customers on policy inquiries, claim status, and general information, showcasing a profound understanding of insurance products and services.
Calendar Management:
- Efficiently manage calendars and schedules for key team members, ensuring punctual meetings, appointments, and deadlines.
Task Automation:
- Identify opportunities for task automation and implement technological solutions to enhance operational efficiency, reduce manual workload, and minimize errors.
Compliance Monitoring:
- Stay abreast of industry regulations and internal compliance standards, contributing to the development and maintenance of compliant processes.
Product and Account Management:
- Develop a comprehensive understanding of company insurance products, manage customer accounts, and oversee the uploading of policies and services into AMS360.
Tool Utilization:
- Proficiently utilize tools such as AMS360, Salesforce, and Agent CRM to optimize operational efficiency.
Skills and Qualifications:
Technical Proficiency:
- Possess a robust command of office productivity tools, CRM software, and relevant technology for efficient task execution.
Attention to Detail:
- Demonstrate a meticulous eye for detail to ensure precision in data management and documentation.
Communication Skills:
- Exhibit exceptional written and verbal communication skills, maintaining professionalism in interactions with team members, clients, and external partners.
Adaptability:
- Thrive in a dynamic work environment, adapting swiftly to changes in tasks, priorities, and technologies.
Insurance Knowledge:
- Leverage familiarity with insurance products, terminology, and industry practices as a valuable advantage.
Customer Service Experience:
- Demonstrate proven experience as a customer service representative.
Interpersonal Skills:
- Foster a friendly and professional demeanor, coupled with excellent communication and interpersonal skills.
Technology Proficiency:
- Possess basic computer skills, proficiency in database software, high-level typing skills, and familiarity with internet usage and VPN.
Advanced Telephony Skills:
- Exhibit advanced knowledge of telephone systems.
Calm Under Pressure:
- Maintain composure in stressful situations and skillfully explain intricate policy concepts in a straightforward manner.
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