Reception

Job Title: Virtual Receptionist (Insurance Agency)
About the Role:
We are looking for a professional, detail-oriented, and friendly Virtual Receptionist to join our insurance agency. You will be the first point of contact for our clients, helping route calls, take detailed messages, and schedule policy reviews. While you do not need to be a licensed agent, a professional demeanor and excellent communication skills are required to assist our clients during important moments.

Key Responsibilities:

Call Handling & Routing: Answer incoming phone calls warmly and professionally. Accurately route clients to the appropriate licensed agent or department (Quotes, Claims, Billing, or Customer Service).

Message Taking: Take detailed messages from clients regarding policy questions, claim updates, or new quote requests, and relay them to agents promptly.

Scheduling: Manage the agency calendar. Schedule appointments and annual policy reviews for our licensed agents.

Email & Inquiry Management: Monitor the agency's general inbox and respond to basic customer inquiries or route them to the correct team member.

Data Entry: Document call details and update client records within our CRM/Agency Management System.

Requirements:

Excellent verbal and written English communication skills (clear pronunciation is a must).

Prior experience as a Receptionist, Virtual Assistant, or Customer Service Representative (prior experience in the insurance or financial industry is a major plus!).

High level of empathy, patience, and professional phone etiquette.

Comfortable learning new software, including CRM databases and VoIP phone systems (e.g., RingCentral).

A quiet home office setup with a high-speed, reliable internet connection and a high-quality noise-canceling headset.

To Apply:
Please submit your resume and a brief voice recording (1-2 minutes) introducing yourself and explaining why you would be a great fit for our insurance agency.