Cold Caller, Appointment setter and Social Media Manager

VIRTUAL ASSISTANT – Life Insurance • Answer client questions, process payments, and provide appointment reminders • Manage policy renewals, endorsements, and cancellations • Perform data entry, manage calendars and emails, and organize files • Research coverage options, prepare quotes, and compile reports • Ensure compliance with data protection regulations and NAIC standards • Respond to client inquiries via email, chat, and phone • Coordinate with insurance providers to obtain and verify policy details • Process claims and follow up with clients • Generate reports on client data and activities

VIRTUAL ASSISTANT – Customer Service • Address customer questions via email, chat, or phone in a timely and professional manner. • Assist customers with account management tasks, including updates, changes, and troubleshooting. • Identify and resolve customer complaints or concerns effectively, ensuring customer satisfaction. • Offer detailed information about products or services, including features, benefits, and pricing. • Manage order processing, including tracking shipments and handling returns or exchanges. • Update and maintain accurate customer records in the company’s database or CRM system. • Collect and analyze customer feedback to improve service quality and identify areas for enhancement. • Develop FAQs, guides, and other support materials to assist customers and improve self-service options. • Work closely with sales, marketing, and technical support teams to ensure a consistent customer experience. • Engage with customers on social media platforms, addressing inquiries and managing the company’s online reputation.