Insurance Virtual Assistant (Medicare, Property and Casualty, Life Insurance)

Location: Remote

Hours: 9 am to 5 pm (Pacific Standard Time)

Hourly Rate: $4.00 USD per hour + annual bonus (based on performance)

Benefit: 1 month PTO, but required to work 40 hours a week between the Open Enrollment dates: October 1st – December 15th every year

Start Date: ASAP

Requirement: Sign None Disclosure Agreement for clients’ personal information

Job Description

I am seeking a highly motivated and organized individual to join my team as a Insurance Virtual Assistant to our Medicare, Property & Casualty, and Life insurance agents. The successful candidate will provide virtual support to me & my agents in plan research to offer suitable plans to potential new clients, as well as, assisting our current clients (mainly seniors over age 65) in utilizing their Medicare or health insurance plans benefits. Additionally, you will be contacting our current clients for various activities such as attempts to cross-sell other insurance products.

Job Responsibilities

Educate clients on the basics of Medicare, help to solve customer problems such as resolving bills, getting referrals approved, etc.
Arrange services for customers: booking doctor’s appointments & transportation, searching for dentists and optometrists in the area that accepts their insurance
Take as much time needed to listen to clients’ complaints in a calm manner and be able to empathize with them; speak in a polite, sweet and energetic manner; never talk over clients
Call doctor’s offices to check what insurance they accept
Calling insurance companies to check the status of submitted applications
Track agent commission statements to make sure insurance companies have paid out to agents, etc.
Calling current clients to prospect other insurance products
Pass annual Centers for Medicare and Medicaid Services certifications (as they relate to Privacy HIPAA, Fraud, Waste, and Abuse)

Key Skills & Experience

Access to a quiet and reliable home office setup, including a desktop/laptop computer, headset, webcam, and internet connection
Strong verbal and written communication skills in English
Proficient in using computers and common office software, including Google Suites; Microsoft Office, Adobe PDF, etc.
Quick learner; able to absorb and retain information well; be able to learn basic knowledge of Medicare/ health insurance policies and procedures
Ability to be resourceful when there is limited information and use critical thinking to come up with solutions
Note- please include your name, followed by the number “0904” in your application subject line so we know you’ve read the description
Strong organizational and time management skills, attention to detail, and being thorough in all tasks
Ability to multitask and keep up with incoming tasks
High school diploma or equivalent required; Bachelor’s degree preferred

How To Apply

1. Email a resume
2. Email a short video introducing yourself & answer the following questions

1. What interests you about customer service, in particular? What experience do you have working in a customer service role, and what specifically did you do in that role?
2. What are the top 5 skill sets that an excellent customer service representative should have? Then rate these skillsets from your strongest skillset to your weakest.
3. Can you describe a time when you went above and beyond to ensure a customer was satisfied?
4. How have you been able to show empathy/compassion to customers using your voice, words, and tonality?
5. Have you ever been in a situation where you were unsure how to assist a customer or didn’t have an answer/resolution for them? What steps did you take to find the right solution to their problem?
6. What is your current internet speed? Do you meet these minimum desktop setups::
-Reliable Mouse
-USB Camera
-14 inch Monitor or above
-Audible Speaker
-Noise Reduction Headset
-CPU – Intel Core 3, 8 GB of RAM, 320 GB of Storage
-Windows 10 or equivilent
-Webcam is essential

This is a long-term, remote position. If you are a team player with a passion for helping people, we would love to hear from you.

Please submit your resume and cover letter to apply for this opportunity to Click to view