Insurance Agent Virtual Assistant

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Insurance Agent Virtual Assistant

Virtual Assistant Talent can equip your insurance agency with qualified and trained virtual assistants based in the Philippines. Your virtual assistant can expertly carry out tasks that don't require an insurance license for you, and leave you with a minimal workload. Hire one now and see how this  move can transform the operations of your business.

Insurance Virtual Assistant pricing starts at $10.95 per hour
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What is an Insurance Agent VA?

An Insurance Agent Virtual Assistant is an off-site independent contractor who offers administrative and clerical services virtually. Insurance Agent Assistants are considered self-employed, independent contractors with no payroll taxes to pay, no vacation leaves, no sick leaves, no holiday pay, no employee benefits and no internal conflicts to work around.

How Insurance Agent Virtual Assistant can help you.

File and organize client information

Generate proposals and preparing quotes

Help you with your customer re-shops

Handle inbound call routing

Take care of COIs

Help build and optimize marketing systems

File and organize client information

Your virtual assistant can arrange all your client info and organize deliverables for you and hand over everything you need exactly how you want it.

Generate proposals and preparing quotes

Your virtual assistant can arrange all your client info and organize deliverables for you and hand over everything you need exactly how you want it.

Help you with your customer re-shops

Research reveals that two-thirds of Americans will re-shop for car or home insurance at some point, which is a great chance for you to capitalize on new and returning business, but it also means more work for you. That is unless you have the help of a virtual assistant to help you with your customer re-shops.

Handle inbound call routing

You have a few options when it comes to taking calls -- some more efficient than others Or you could take all calls yourself and spend your valuable hours on the phone. A virtual assistant can efficiently handle your inbound call routing.

Take care of COIs

Once your customers have purchased their insurance coverage from you, they’ll be expecting to receive their Certificate of Insurance, ASAP! Having your virtual assistant prepare your COIs is a smart way to free you up from the monotony of the job

Help build and optimize marketing systems

Aside from all of the time-consuming, routine tasks that your virtual assistant can handle, they can also help with more tedious and complex chores like helping to build and optimize your marketing systems, such as:

  • Customer Relationship Management (CRM) tools: to create custom fields, stages, and pipelines, and to migrate customer information
  • Facebook and Google: to set up the tech and run your ads in these powerful advertising platforms for insurance agencies

Who needs an insurance agent VA?

You are an Insurance Agent and your normal business hours isn’t enough to complete all required tasks for the day no matter how much effort you exert to make sure everything gets done.

You are a busy Insurance Agent and do not have the luxury of time to focus on repetitive menial activities that are too time-consuming that gets in the way of your high priority tasks.

You want to focus more on growing your business and leveraging your insurance business to the next level.

You simply need help in completing daily admin tasks but cannot afford the cost of hiring an in-office assistant.

Ready to find out more?

See what you need and talk to us.

Book a Consultation

The last thing you need is to get saddled with more work only to fail to look after your customers and their needs. Virtual Assistant Talent can provide you with expert-level virtual assistants to help you maximize the reach and boost the profits of your insurance agency.

Looking for other VA Roles? See Full List of VA Roles Here.

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