Elite One Financial is seeking the services of qualified, hardworking, and experienced individuals for the position of a Virtual Assistant. The successful candidate will be responsible for carrier calls, policy changes, and underwriting follow-ups. The ideal candidate will report directly to the Agency Owner. The following are the responsibilities and qualifications for the position;
Responsibilities
i. Carrier and policy management – carrier calls, policy changes, underwriting follow-ups
ii. Proactive lapse prevention – reminders to clients, tracking due dates, scheduling follow-ups
iii. Client reactivation – outreach to lapsed clients, handling objections, booking appointments
Qualification
i. Part-time: 4 hours/da, 5 days/week (with some U.S. business hour overlap)
ii. Remote
iii. Compensation: $500 - $600/month
iv. Reports directly to the Agency Owner