JOB DESCRIPTION

Are you organized, a natural problem-solver, and great with people? Join our team and support the operations of a full-service insurance and financial planning company with a dynamic and collaborative approach.

About Us:

We are a full-service insurance and financial planning company committed to helping clients protect what matters most and plan for a secure future. We take pride in offering personalized solutions, reliable service, and comprehensive support to meet our clients' insurance and financial needs.

Job Description:

As a Virtual Insurance Processor Assistant, you’ll play a key role in supporting account management functions within an insurance and financial services environment. You’ll help with daily tasks, including processing changes to accounts, handling client inquiries, and assisting with re-quoting services.

Key Responsibilities:

• Handle phone payments for insurance services, including auto and home policies.

• Process account updates and changes as requested by existing clients.

• Assist with re-quoting insurance policies to meet client needs.

• Provide exceptional support to ensure client satisfaction.

Qualifications:

• Prior experience in insurance processing or a similar administrative role.

• Exceptional organization and multitasking skills.

• Ability to communicate effectively and professionally.

• Problem-solving skills and creativity in approaching tasks.

Tools You Will Use:

• HawkSoft

• Agency Zoom

• Microsoft 365

Working Hours:

• Full-Time, 8:30 AM - 5:00 PM Eastern Time (Graveyard Shift for non-U.S. applicants)

Preferred Traits:

• Hardworking, reliable, and responsive.

• Excellent communication skills, both written and verbal.

• Detail-oriented and able to manage tasks efficiently.

Non-Negotiables:

• Screenshot and productivity tracking required.

• Must have a qualifying credit score.

• Must be available to work during designated hours.

Benefits:

• Paid 30-day training program focused on mindset and skills.

• Work-from-home position.

• Bonuses for 7th month, anniversaries, and performance.

• Access to ongoing training resources.

• Weekly pay.

Why Join Us?

Become part of a collaborative team that values growth, professional development, and success. We support each other, reward hard work, and make a real difference for our clients. Apply today to join a dedicated team committed to excellence!