Quoter/Appointment Setter Virtual Assistant

We are seeking for an experienced Quoter/Appointment Setter Virtual Assistant and play a crucial role in connecting long-haul truckers and trucking company owners to specialized insurance solutions. The successful candidate will work with pre-qualified leads to schedule sales appointments and provide initial insurance quotes. Experience with Constant Contact and Hawksoft is preferred.

Part time, Monday through Friday, 6 a.m.–10 a.m. Mountain Time (graveyard shift in the Philippines)

Job Responsibilities:

1. Outbound Calling
- Make high-volume calls to truckers and trucking company owners who have opted in to receive information about insurance options.
- Use scripts and decision trees to ask qualifying questions and identify the client’s specific insurance needs (e.g., truck types, coverage requirements).
- Engage prospects with a friendly and professional approach to schedule appointments or provide initial insurance quotes.
- Collect detailed information, including vehicle details (VIN numbers), driver’s licenses, and business specifics, to prepare accurate insurance quotes.

2. Follow-Up Management
- Use established contact system to follow up with leads at specific intervals for optimal results.
- Reconnect with prospects at key intervals (e.g., 2 weeks, 30 days) to requalify their interest and gather updated information.
- Maintain consistent communication with potential clients to nurture relationships and build trust.

3. Data Entry and CRM Management
- Record all interactions and updates in Hawksoft, the trucking-specific CRM system.
- Accurately track lead progress through the sales funnel, ensuring all data is complete and up-to-date.

4. Email Campaign Assistance
- Use Constant Contact to send follow-up emails to potential clients, reinforcing phone interactions and providing additional information as needed.

5. Process Optimization (Bonus)
- Contribute to refining the hiring and onboarding processes to enhance team operations and efficiency.
- Assist in streamlining and organizing the sales process for better productivity and results.

6. Training and Development
- Attend training sessions and review materials or recordings to gain proficiency in systems, software, and sales techniques.

Qualifications:
- Experience in outbound calling, appointment setting, or sales (insurance industry experience is a plus).
- Strong communication skills with a friendly and professional demeanor.
- Familiarity with CRM tools (Hawksoft experience preferred).
- Detail-oriented with excellent data entry and organizational skills.
- Proficiency in email campaign tools such as Constant Contact.
- Self-motivated and capable of working independently in a remote environment.

If you believe you are a strong fit for this position, please reply with a link to your resume in PDF format. Your resume should include your contact details, a recent professional photo, and a summary of your work experience, with a focus on tasks relevant to the job requirements.

In addition, please provide a screenshot of your PC specifications and internet speed, along with a one-minute Vocaroo recording introducing yourself. Be sure to include your Skype handle for easy communication.

To confirm that you've read this message thoroughly, kindly use "QuoteVA" in the subject line of your response.
We look forward to reviewing your application!