Virtual Assistant

Our Company: You will join an organization that has established an outstanding reputation for quality services. Our Mission Statement is to provide a full range of business process outsourcing solutions and deliver unmatched customer service and excellent satisfaction. We pursue excellence and continuously strive to develop and improve solutions to our customers by investing in the training and development our people to deliver the highest quality of service.

Our Culture: Our team is composed of well-trained individuals that possessed the technical skills and expertise in their industry. We promote our company Core Values of Integrity, Honesty, Respect, Work Ethic, and Excellence that drives our company culture. Our Mission Statement drives our team to perform at the highest level possible to exceed our customer's expectations.

We are looking for Virtual Assistant - Administrative to join our team. This person will be working directly with the business owners and staff of an Insurance company based in California, USA. This position requires at least 2 years experience in the Life Insurance industry.

Core Responsibilities & Ideal Candidate Traits:

Professionalism, Discretion, & Confidentiality:

• Maintains a polished, courteous demeanor over audio and video phone calls.
• Understands appropriate boundaries and discretion in a law firm environment.
• Understands the importance of client confidentiality, especially in a legal setting.
• Handles sensitive information with care.

Detail-Oriented Task Management:

• Meticulously executes tasks, ensuring accuracy and completeness in all deliverables.
• Demonstrated ability to follow instructions and maintain high standards.
• Catches errors in client information, appointment scheduling, and correspondence.
• Ensures messages and information are passed accurately.

Efficient Time Management & Prioritization:

• Effectively manages time to meet deadlines and prioritize tasks based on urgency and importance.
• Proactively identifies potential time conflicts and communicates solutions.
• Manages calendars, calls, messages, and paperwork efficiently.
• Keeps the desk tidy and organized.

Client Relationship & Communication:

• Maintains positive and professional relationships with clients through excellent communication skills (written and verbal).
• Responds promptly and thoughtfully to client inquiries.
• Welcomes clients warmly and makes them feel at ease
• Handles complaints or issues with patience and a problem-solving attitude
• Clear, articulate, and friendly in verbal and written communication

High-Quality Output:

• Delivers high-quality work that meets or exceeds client expectations.
• Can juggle calls, scheduling, and administrative tasks without becoming flustered.
• Tech Savvy - comfortable using phones, scheduling tools, and client management softwards.

Fast Learner & Adaptable:

• Quickly and accurately applies knowledge gained from training to real-world tasks.
• Adapts readily to new processes and tools.
• Quick to learn new systems.

Team Collaboration:

• Works collaboratively with other team members to ensure seamless workflow and success.
• Actively shares knowledge and supports colleagues.
• Willing to help with tasks beyond the receptionist role when needed.

Problem Solving & Best Interests Mindset:

• Think critically to identify potential issues, offering solutions that are in the best interest of the client.
• Demonstrates a commitment to continuous improvement.
• Able to handle difficult conversations with tact and empathy.

Bonus Qualities:

• Familiarity with insurance terminology
• Experience in insurance intake, calendaring medical exam dates, or filing

Major Qualifications:

- Excellent English communication skills

- High energy

- Self-driven

- Proactive

- With strong leadership skills

- Willing to grow with company and stay long term

Job Types: Full-time, Permanent

Pay: From Php25,000.00 per month

Benefits:

• Company events
• Health insurance
• Life insurance
• On-site parking
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee

Application Question(s):

• Can you commit to working 100% on-site and in-person?
• Can you work effectively during the night shift?
• Are you available for in-person job interview?

Work Location: In person