Salary: P45,000 to P50,000 (Monthly Package)
Schedule: Monday – Friday (8:30 AM – 5:30 PM EST)
What are we looking for?
Skills Required:
- 2+ years experience as a virtual assistant or administrative support role, preferably within the insurance industry.
- Proficiency in CRM systems, preferably AgencyZoom, or a similar platform.
- Strong organizational skills and attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to work independently and manage time effectively.
- Experience with outbound and inbound call management.
- Familiarity with creating and managing email and text automation campaigns.
What will you do?
- Inbound Call Handling:
- Answer inbound calls and gather necessary information for Home, Auto, or Life insurance quotes.
- Input gathered data into the AgencyZoom CRM system.
- Place completed data into a queue for licensed agents to quote and send information to customers.
- Outbound Call Management:
- Make outbound calls to all leads in the CRM, ensuring daily follow-up to provide information promptly.
- Maintain a proactive approach to contacting leads and gathering required details for quotations.
- CRM Management:
- Manage and update information within the CRM, ensuring accuracy and completeness.
- Oversee the automation of texting and email campaigns within the CRM system.
- Mailing List and Campaigns:
- Create targeted mailing lists based on specific locations.
- Prepare and coordinate the sending of mailers to selected areas.
- Data Input and Miscellaneous Tasks:
- Input leads from various sources into the CRM for follow-up and quotation by licensed agents.
- Manage administrative data input tasks such as payroll, HR, and other miscellaneous responsibilities.
- Customer Follow-up Campaigns:
- Develop and implement follow-up campaigns for existing and potential customers to maintain engagement and drive sales.
Join the awesome team and enjoy these benefits & perks:
- Work from Home
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our Client is a locally owned and family-run independent AAA Insurance Agency, providing exceptional Insurance Services and Products in the vibrant city of Raleigh and its surrounding areas.
#ConnectOS #ConnectOSCareers #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
