Virtual Insurance Phone Representative

Vintti is a staffing agency that acts as an economic enabler. By connecting US-based SMBs, startups, and firms with top-tier Latin American talent, we drive growth on both sides of the equation. For US businesses, we offer access to a pool of highly skilled professionals at competitive rates, allowing for increased efficiency and scalability. For Latin American workers, we provide opportunities to engage with the US market, fostering professional development and economic advancement. Vintti stands at the intersection of global talent and American enterprise, facilitating partnerships that stimulate economic prosperity across borders.

A Virtual Insurance Phone Representative is a remote professional dedicated to assisting clients with their insurance needs through telephone communication. They play a crucial role in providing information, answering queries, and offering guidance on various insurance policies, including health, auto, home, and life insurance. Utilizing strong communication skills and thorough knowledge of insurance products, they ensure clients understand their options and help them make informed decisions. By delivering exceptional customer service and effectively handling claims or issues, they contribute significantly to client satisfaction and retention in the competitive insurance industry.

- High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred
- Minimum of 1-2 years of experience in customer service or an insurance-related position
- Strong understanding of various insurance products, policies, and procedures
- Excellent verbal and written communication skills
- Ability to handle high call volumes and manage multiple tasks efficiently
- Proficient in using customer relationship management (CRM) software and databases
- Strong problem-solving skills and attention to detail
- Ability to work independently and as part of a team
- Exceptional interpersonal skills with a focus on customer satisfaction and empathy
- Ability to handle sensitive information with confidentiality and professionalism
- Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software
- Flexibility to work various shifts, including evenings and weekends if needed
- Bilingual abilities (Spanish or other languages) are a plus
- Strong organizational and time management skills
- Ability to adapt to changing situations and new information quickly
- Knowledge of compliance regulations in the insurance industry

- Make and receive phone calls to provide insurance information and support
- Answer inquiries regarding policy coverage, premiums, and claims processes
- Assist with policy renewals, updates, and cancellations
- Perform data entry to maintain accurate customer records
- Identify customer needs and recommend appropriate insurance products
- Process insurance applications and documentation
- Resolve customer complaints and issues efficiently
- Verify customer information for compliance with policies and regulations
- Coordinate with underwriters and claims adjusters
- Provide guidance on using online insurance resources and tools
- Schedule follow-up calls for customer satisfaction and additional assistance
- Conduct outbound calls about new products, policy changes, and promotions
- Maintain a professional and empathetic telephone demeanor
- Participate in training sessions for product knowledge and industry practices

The ideal candidate for the Virtual Insurance Phone Representative role is a seasoned customer service professional with a minimum of 1-2 years of experience in the insurance industry or a related field. They possess exceptional verbal and written communication skills that enable them to effectively explain complex insurance products and policies to a diverse clientele. Adept at handling high call volumes, this individual is highly organized, capable of managing multiple tasks simultaneously, and demonstrates strong problem-solving abilities with impeccable attention to detail. They are proficient in using CRM software and Microsoft Office Suite, ensuring accurate and efficient data entry and record maintenance. Their high level of empathy and interpersonal skills allows them to connect with clients, understand their needs, and provide outstanding customer satisfaction. The ideal candidate remains composed under pressure, displays professionalism and confidentiality when dealing with sensitive information, and is a proactive team player who can work independently with minimal supervision. They are adaptable to change, eager to continually expand their industry knowledge, and willing to work flexible hours, including evenings and weekends. Bilingual abilities are an asset, further enabling them to cater to a broader customer base. Above all, they exhibit a strong work ethic, a commitment to following industry regulations and company policies, and a dedication to providing exceptional insurance support and service.

- Make and receive phone calls from potential and existing customers to provide insurance information and support
- Answer customer inquiries regarding policy coverage, premiums, and claims processes
- Assist customers with policy renewals, updates, and cancellations
- Perform data entry to update and maintain accurate customer records in the database
- Identify customer needs and recommend appropriate insurance products and services
- Process insurance applications and documentation for new and existing clients
- Resolve customer complaints and issues efficiently, ensuring high levels of customer satisfaction
- Verify customer information and ensure compliance with company policies and industry regulations
- Coordinate with underwriters and claims adjusters to expedite policy processing and claims resolution
- Provide support and guidance on using online insurance resources and tools
- Schedule follow-up calls to check on customer satisfaction and provide additional assistance as needed
- Conduct outbound calls to inform customers of new products, policy changes, and promotional offers
- Maintain a professional and empathetic telephone demeanor while handling all customer interactions
- Participate in regular training sessions to stay updated on product knowledge and industry best practices

- Exceptional communication skills, both verbal and written
- Strong customer service orientation and a focus on client satisfaction
- High level of empathy and the ability to understand customer needs
- Ability to remain calm and composed under pressure
- Strong problem-solving abilities and attention to detail
- Ability to quickly understand and explain complex insurance products and policies
- High degree of professionalism and confidentiality in handling sensitive information
- Flexibility and adaptability to changing situations and new information
- Self-motivation and ability to work independently with minimal supervision
- Strong organizational and time management skills
- Ability to handle high call volumes and manage multiple tasks simultaneously
- Proficiency in using CRM software and other relevant databases
- Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Team player with strong interpersonal skills
- Bilingual abilities or proficiency in multiple languages (preferred)
- Strong work ethic and commitment to ongoing learning and professional development
- Ability to follow procedures and comply with industry regulations and company policies

- Competitive salary range
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with company match
- Paid time off (PTO) and holidays
- Work-from-home flexibility
- Flexible work hours to support work-life balance
- Ongoing training and professional development opportunities
- Career advancement prospects within the company
- Bonus and incentive programs based on performance
- Employee assistance program (EAP) for personal and professional support
- Wellness programs and resources
- Tuition reimbursement for further education
- Discounted rates on company insurance products
- Collaborative and supportive work environment
- Access to modern technology and tools for remote work
- Regular team-building activities and events