Virtual Assistant (Outbound Calls & CRM Management) (JOB ID: ERIJUL)

Job Title: Virtual Assistant (Outbound Calls & CRM Management)
JobID: ERIJUL
Industry: Insurance
Location: LATAM/PH
Status: Full Time
Work Schedule: CST 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM
Pay rate: $800 - $1000/month
Target Start: ASAP


About the Client: Health insurance business specializing in Affordable Care Act (ACA) and Medicare plans, primarily serving clients in Texas. To enhance client engagement and streamline operations, we are hiring a Virtual Assistant to handle outbound calls, lead qualification, appointment setting, and CRM management.

Key Responsibilities:
Make outbound calls to prospective leads and existing clients.
Set appointments for Eric with potential clients.
Perform basic lead qualification (no in-depth product discussions required).
Enter and manage client data within the CRM (Go High Level/Go Guru).
Update client portfolios with relevant information.

Qualifications & Skills:
Excellent English communication skills (especially for older Medicare clients).
Comfortable with high-volume outbound calling.
Basic technical proficiency with CRM software (Go High Level/Go Guru preferred, but training provided).
Awareness of HIPAA compliance for handling sensitive health information.
Previous experience in outbound calling or a call center is preferred but not required.
No prior health insurance knowledge necessary; training will be provided.