Virtual Assitant at Elite One Financial Agency

Virtual Assitant

Elite One Financial Agency

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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

 


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