Virtual Insurance Assistant

At Vintti, we specialize in providing US businesses with staffing solutions that feel local. By connecting companies with Latin American professionals operating in compatible time zones, we ensure that work schedules align naturally with US business hours. This temporal harmony facilitates immediate response times, efficient project management, and a cohesive team dynamic regardless of physical location.

A Virtual Insurance Assistant plays a crucial role in supporting insurance professionals by handling various administrative and client-related tasks remotely. This role involves managing policy documents, responding to customer inquiries, processing claims, and ensuring accurate data entry in insurance systems. By leveraging digital tools and communication platforms, Virtual Insurance Assistants help streamline operations, enhance customer satisfaction, and maintain regulatory compliance, thereby allowing agents and brokers to focus on more client-centric tasks and strategic business activities.

- High school diploma or equivalent; associate or bachelor’s degree in business, insurance, or related field preferred.
- Minimum of 2 years of experience in the insurance industry or a related customer service role.
- Familiarity with insurance products, policies, processes, and terminology.
- Proficiency in using CRM software and other relevant computer applications.
- Excellent written and verbal communication skills.
- Strong organizational and multitasking abilities.
- Attention to detail and accuracy in data entry and record keeping.
- Ability to handle confidential information with discretion.
- Customer-focused mindset with exceptional problem-solving skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and remotely with reliable internet access.
- Strong analytical skills to gather and assess client information.
- Capable of working in a fast-paced environment and managing tight deadlines.
- Experience with regulatory compliance and insurance industry standards.
- Ability to collaborate effectively with team members and other departments.
- Strong time management skills and ability to prioritize tasks.

- Respond to customer inquiries via email, phone, or live chat regarding policies, claims, and coverage.
- Process new insurance applications and verify the accuracy of submitted information.
- Update and maintain client records in the company’s database.
- Assist clients in understanding their insurance policies, terms, and conditions.
- Schedule appointments and follow-ups for insurance agents.
- Handle policy renewals, cancellations, and modifications as requested by clients.
- Provide administrative support to insurance agents and underwriters.
- Gather and analyze client data to help prepare quotes and proposals.
- Monitor and manage client communications and correspondence.
- Track and follow up on outstanding documentation and requirements from clients.
- Coordinate with different departments to resolve client issues and ensure smooth workflow.
- Maintain confidentiality and data protection protocols for all client information.
- Generate and distribute policy documents, certificates, and proof of insurance.
- Support clients in filing and tracking insurance claims.
- Provide updates to clients regarding the status of their claims and applications.
- Compile reports and summaries for management on client activities and workflow.
- Assist in training new team members on company policies, procedures, and software tools.
- Monitor industry trends and updates to ensure compliance with regulatory requirements.
- Perform routine audits of client files and records to ensure accuracy and completeness.
- Utilize customer relationship management (CRM) software to track interactions and service history.

The ideal candidate for the Virtual Insurance Assistant role is a highly organized and detail-oriented professional with a minimum of two years of experience in the insurance industry or a related customer service field. Holding at least a high school diploma, with a preference for an associate or bachelor's degree in business, insurance, or a related discipline, this candidate is proficient in CRM software, Microsoft Office Suite, and other relevant computer applications. They exhibit exceptional written and verbal communication skills and have a strong customer-focused mindset, adept at explaining complex insurance policies and terms to clients in a clear and friendly manner. With a track record of handling confidential information discreetly and accurately, they possess superb multitasking and time management abilities, allowing them to manage tight deadlines efficiently in a fast-paced environment. Their strong analytical skills enable them to gather and assess client information precisely, while their capacity for critical thinking and problem-solving ensures proactive and effective resolution of issues. Technologically savvy, this candidate adapts quickly to new software and tools, demonstrating a self-motivated and independent work ethic with reliable internet access. Their dependable, cooperative attitude makes them a valuable team player, committed to industry standards and regulatory compliance, while their empathy, patience, and professional demeanor help them excel in client interactions, making them an invaluable asset to the team.

- Respond to customer inquiries via email, phone, or live chat regarding policies, claims, and coverage.
- Process new insurance applications and verify the accuracy of submitted information.
- Update and maintain client records in the company’s database.
- Assist clients in understanding their insurance policies, terms, and conditions.
- Schedule appointments and follow-ups for insurance agents.
- Handle policy renewals, cancellations, and modifications as requested by clients.
- Provide administrative support to insurance agents and underwriters.
- Gather and analyze client data to help prepare quotes and proposals.
- Monitor and manage client communications and correspondence.
- Track and follow up on outstanding documentation and requirements from clients.
- Coordinate with different departments to resolve client issues and ensure smooth workflow.
- Maintain confidentiality and data protection protocols for all client information.
- Generate and distribute policy documents, certificates, and proof of insurance.
- Support clients in filing and tracking insurance claims.
- Provide updates to clients regarding the status of their claims and applications.
- Compile reports and summaries for management on client activities and workflow.
- Assist in training new team members on company policies, procedures, and software tools.
- Monitor industry trends and updates to ensure compliance with regulatory requirements.
- Perform routine audits of client files and records to ensure accuracy and completeness.
- Utilize customer relationship management (CRM) software to track interactions and service history.

- Detail-oriented with a focus on accuracy and thoroughness
- Excellent problem-solving abilities and a proactive mindset
- Strong interpersonal and communication skills
- Ability to remain calm and professional under pressure
- Dependable and reliable with strong work ethics
- Highly adaptable and able to manage multiple tasks simultaneously
- Technologically savvy with the ability to quickly learn new software
- Customer-centric approach with a genuine desire to assist clients
- Critical thinker with strong analytical skills
- Strong organizational skills with effective time management
- Self-motivated and able to work independently in a remote environment
- Collaborative team player with a cooperative attitude
- Quick and eager learner with a positive attitude
- High level of integrity and commitment to maintaining confidentiality
- Capable of handling a diverse clientele and meeting their specific needs
- Empathetic and patient in client interactions
- Punctual and efficient in completing tasks within deadlines
- A thorough understanding of industry standards and regulatory compliance
- A commitment to continuous improvement and professional development

- Competitive salary range ($40,000 - $55,000) based on experience and qualifications
- Comprehensive health benefits, including medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off (PTO), including holidays, vacation, and sick leave
- Flexible work-from-home policy
- Professional development opportunities and continuing education support
- Performance-based bonuses and incentives
- Employee assistance programs (EAP) for personal and professional wellbeing
- Life and disability insurance coverage
- Wellness programs and resources
- Access to industry conferences and networking events
- Opportunities for career advancement and growth within the company
- Modern technology and tools to support remote work
- Collaborative and supportive team environment
- Company-sponsored events and team-building activities
- Employee recognition programs and awards
- Subsidized internet and home office stipends