Virtual Assistant
​Brief Job Description

Virtual Assistant

​We are actively seeking a highly motivated and dedicated Part-Time Virtual Assistant to work with our Agency Manager in the Property and Casualty insurance business in Greenville, South Carolina. As a Part-Time Virtual Assistant, you will be an integral part of our commitment to excellence in the communities, assisting a high-volume agency ensuring the satisfaction of our diverse clientele. A Valid Property and Casualty license is required! Typing skills and computer literacy is a pre-requisite. This position could evolve into a full-time position if desired at some point after achieving complete success as a part-time assistant. After being successful in this position, you will have the opportunity to advance into a full-time position with excellent income opportunities if desired.

This position will be virtual, working part time from home.

Duties

​To assist the Agency Manager administratively. To support him or her in achieving their sales goals by handling, as much of the non-sales task as possible

Examples:
  • Follow up with clients on outstanding documents by phone, email or text.
  • Ensuring all appropriate forms are filled out in support of the Agency Manager.
  • Enter data into the management system for Agency Manager.
  • Helping the Agency stay on task.
  • Communicate with insurance carriers for information needed.

The candidate must be a positive person with a positive attitude, energetic and a team player.
We offer a quality work environment. The owner is very positive and creates a work environment
that is very positive, friendly, and comfortable. If you are not a positive person do NOT apply for
this position!

​Responsibilities in support of Agency Manager

​1. Customer Service:
  • Understand the insurance needs of potential clients.
  • Provide detailed information on insurance products and coverage options.
  • Present and explain policy options effectively.
  • Complete fact finders with clients or prospects.

2. Inside Marketing:
  • Utilize computer and telephone skills in assisting the Agency Manager in his or her Marketing efforts.
  • Assist Agency Manager in managing existing agency book of business.
  • Enter Quotes in support of the Agency Manager.
  • Identify cross-sell opportunities for the agency.
  • Prepare the Agency Manager for meetings and consultations with existing clients in the office.

3. Licensing and Compliance:
Stay informed about industry regulations and maintain compliance. Help the Agency Manager
with compliance.
  • Must be licensed for Property and Casualty insurance.

Qualifications:

  • ​Communication Skills
  • Strong interpersonal and communication skills.
  • Problem Solving Skills
  • Proficient in using computer systems (Excel, Word, Microsoft, etc.).
  • Conducting business over the phone.
  • Team player with other staff members.

Communication method(s) used:

  • ​Email
  • Phone
  • Chat
  • In person