Virtual Assistant – Insurance

Virtustant; Venezuela; Remote; VES 14,800,000 - 24,666,000; Full time

Benefits offered by this job

Remote work

Job summary

Virtustant is seeking a bilingual virtual assistant to be the voice of the agency, handling calls in English and Spanish and supporting policy-related tasks. You will liaise with clients to answer questions, process payments, and gather information for quotes, while entering data across CRM and carrier portals.

The role requires a reliable internet connection, a noise-canceling headset, and experience in phone-based support. This is a full-time remote opportunity with standard weekday hours.

Qualifications

• Fully bilingual in English and Spanish (C2 level) in spoken and written form.
• Proven experience in a phone-based role such as virtual assistance or call center.
• Clear diction and active listening skills are essential.
• Reliable personal computer and high‑speed internet connection.
• Noise-canceling headset suitable for phone calls.

Responsibilities

• Answer incoming calls with a warm greeting in English and Spanish.
• Address policy questions, document requests, and account checks.
• Process policy payments over the phone.
• Gather client data to start insurance quotes for licensed agents.
• Place outbound calls about missed payments and introduce extra coverages.
• Collect details for sales leads and pass to licensed producers.
• Enter data across systems and log detailed call notes.

Skills

Bilingual English/Spanish

Phone-based experience

Clear diction

Reliable internet

Headset for calls

Tools

CRM software

Google Workspace

Microsoft Office

Cloud telephony

Job description

Job Title: Bilingual Virtual Assistant

About The Company

Our client is an established insurance agency that provides personal and commercial coverage solutions to families and businesses.

Job Description

We are looking for a bilingual virtual assistant with strong phone skills. You will be the voice of the agency. You will answer incoming calls and make outbound calls to clients.

Responsibilities Of The Role

• Answer incoming calls promptly with a warm greeting in English and Spanish.
• Address everyday customer questions about policy updates, document requests, and account checks.
• Process policy payments over the phone.
• Gather information from new clients to start new insurance quotes for licensed agents.
• Place outbound calls to existing clients about missed payments.
• Introduce current clients to extra insurance coverage options.
• Collect details for extra sales and send warm leads to the licensed producers.
• Enter data accurately across agency systems and carrier portals.
• Log detailed call notes and update customer records.

Required Experience And Qualifications

• Fully bilingual in English and C2 Spanish, spoken and written.
• Proven experience in a phone-based role such as virtual assistance, call center, customer support, or inside sales.
• Clear diction and active listening skills.
• Reliable personal computer and high-speed internet connection.
• Noise-canceling headset suitable for phone calls.

Preferred Skills

• Prior experience in the insurance industry or financial services.

Personality

• Articulate and dependable.
• Quick learner with a high degree of coachability.

Software & Tools

• CRM software.
• Google Workspace and Microsoft Office.
• Cloud telephony platforms.

Schedule

Starts at approximately 30 hours per week, with a planned progression into a full-time schedule of 40 hours per week based on performance.

Monday to Friday, 9:00 AM - 5:00 PM Central Time.

Salary And Benefits

• Payment in USD or Local Currency according to candidate's preference.
• Full-time remote opportunity.