Financial Planners, Executive Assistants, Customer Success Reps, and More!

Virtually Ensure Your Insurance Business’ Growth. Let Virtual Assistants Support You!

Demand for insurance is rising amid the COVID-19 pandemic. While 2020 was a difficult year, as it was for most other industries, the outlook for insurance in 2021 and beyond is upbeat.

For insurance brokers, the challenge will be to develop and distribute products that keep up with customers’ needs and choices, which changed dramatically this year.

You’ll need to commit more to developing new products, connecting with customers in the channels they prefer, and reaching out to new markets.

We can help you win back the time and energy all that will require and, at the same time, achieve the operational and cost efficiencies your insurance business needs.

Highly skilled virtual assistants can take care of your accounting and payroll, claims processing, data entry and processing, customer success, and tech support needs.

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Positions We Can Fill

position Admin VA
position Customer Success Coordinator
position Data Researcher
position MetaData VA
position Marketing and Sales Administrator
position Reports Analyst
position Salesforce Admin
position Student Support Coordinator
position Team Lead
position Telesales
position Trainer

Software our VAs Have Experience with

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qualification Bachelor’s degree in Finance or Accounting; some have completed additional courses specifically for working in the insurance sector.
qualification Accreditation from the Philippine Insurance Commission to work as insurance agents or actuaries.
qualification Proficiency in using spreadsheets and ERP software.

Full Support for Your Global Team

Health, Safety, and Wellness

qualification Nurse and doctor onsite for your office based team.
qualification Safe, health department-approved facilities in Cebu I.T. Park. 24/7 security.
qualification Telemedicine for work-from-home teams and dependents.

Data Security

qualification Payments Card Industry (PCI) data security standards.
qualification Always-On Virtual Private Network.
qualification Regular audit of work-from-home team’s locations.
qualification Sustained training on security policies, through our enterprise software

Engagement, Morale, and Productivity

qualification Automate onboarding and training with
qualification Dedicated Results Coaches to support you and your global team.
qualification Personal and team effectiveness training from an ex-FranklinCovey leader.
qualification Virtual events (Discover You lunch, Values Awards, and gratitude celebrations) to stay connected.

Essential Support Services

qualification Professional and thorough talent search and recruitment.
qualification Hassle-free, transparent processing of payroll and benefits.
qualification 24/7 IT support.
qualification Facilities management onsite. Support for work-from-home teams.
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