Virtual Receptionist / Admin assistant

We are a US-based (eastern timezone) insurance agency committed to guiding seniors through their health insurance options with integrity and knowledge. Our goal is to provide a seamless experience for our clients, offering personalized, comprehensive solutions that suit their long-term health and financial needs.

Position Overview:
We are currently seeking a charismatic, dedicated Receptionist with light administrative duties to serve as the first point of contact at our agency. This role requires a blend of excellent customer service skills, the ability to manage various administrative tasks, and a personality that adds to the positive environment of our office.

An impeccable US English accent is a must for this position. Qualified candidates will provide a link to an audio file of them reading this script.
"Good morning, thank you for calling The Insurance Group, where we simplify Medicare for you. My name is [Receptionist's Name]. How may I assist you today?
"I appreciate you reaching out to us with your concerns. Let's make sure we address all your needs today."
"We specialize in providing comprehensive Medicare insurance solutions tailored to each individual's needs. If you're looking into scheduling an appointment, I'd be more than happy to assist with that. Otherwise, I can provide detailed information about our services and what we can offer you. What would work best for you?"
"I'm sorry to hear that you're experiencing an issue, but I'm here to help. Could you please provide me with a bit more detail about [the specific issue] so I can assist you effectively?"
"Thank you for entrusting The Insurance Group with your Medicare insurance needs. Is there anything else I can assist you with today?"
"We appreciate your call and look forward to serving you. Have a wonderful day, and please don't hesitate to reach out to us in the future. Goodbye!"

Key Responsibilities:
- Warmly greet clients and set a positive office atmosphere
- Answer the phone, direct calls, and provide basic company information
- Oversee the appointment scheduling process, including the coordination of meetings and agent calendars
- Follow up on missed appointments to reschedule or provide assistance
- Track and document leads throughout the sales process, maintaining detailed and accurate records
- Perform light administrative duties, including filing, data entry, and maintaining records or reports as directed
- Assist in managing productivity and sales metrics, ensuring team goals are routinely met
- Prioritize outstanding guest service, addressing clients’ questions and needs with promptness and empathy
- Contribute to team effort by accomplishing related results as needed

If this sounds like you, we would love to hear from you!

Hours of Operation:
9:00-5:00 M-F