Phil-Am Insurance LLC

Job Title: Outbound/Inbound Call Center Agent – Donations Campaign Location: Remote Employment Type:Full-time About Us: Phil-Am Insurance & Precision Partners is dedicated to assisting our clients to exceed their commitments in various verticals and campaigns, providing excellent service and sales performance on a consistent basis. Our team works together to make a difference, and we’re seeking passionate, motivated individuals to join our contact center team to help us reach our corporate goals. Position Summary: As a Contact Center Agent for our donations campaign, you will be a voice for our organization, connecting with potential donors to share the mission of our clients and encourage financial support. This role requires excellent communication skills, a persuasive and empathetic approach, and a strong commitment to achieving campaign goals. Responsibilities: - Make outbound calls, sms, email, and chats to prospective donors using provided scripts and guidelines. - Clearly and effectively communicate the purpose of the campaign and the impact of donations. - Build rapport with donors, answer questions, and address concerns professionally. - Maintain accurate records of donor interactions and contributions in the CRM system. - Achieve or exceed daily and weekly call and fundraising targets. - Handle rejection gracefully while staying motivated and positive. - Collaborate with team members and participate in training sessions to improve techniques and performance. - Update donor data and act as a retention specialist to retain giving. Qualifications: - Previous experience in sales, fundraising, customer service, or a contact center environment is a plus. - Strong verbal communication and active listening skills. - Ability to handle high call volumes while maintaining a positive attitude. - Persuasive, empathetic, and able to connect with a diverse audience. - Basic computer skills and familiarity with CRM systems. - Goal-oriented and self-motivated to meet and exceed targets. - High school diploma or equivalent required. - Ability to work with little to no supervision, a self-starter mentality. What We Offer: - Competitive hourly pay. - Paid training to ensure your success. - Opportunities for growth within the organization. - A supportive team environment dedicated to making a difference. Schedule: Currently this role will have a Monday - Friday schedule, with hours ranging from 8am to 6pm cst.

About Phil-Am Insurance Agency Phil-Am Insurance Agency is a growing Filipino-American insurance agency supporting clients and agents across the United States. We are seeking a detail-oriented, bilingual (Spanish/English) Admin Assistant based in the Philippines to support our operations team remotely. Job Summary This role is ideal for someone fluent in both Spanish and English, organized under pressure, and comfortable working with a US-based team. We specifically seek candidates from the Philippines areas, where Spanish-influenced Chavacano and English are widely spoken — making it a uniquely strong talent pool for this bilingual position. Responsibilities - Communicate with Spanish-speaking clients and prospects via phone, email, and messaging, translating and interpreting between English and Spanish as needed - Manage and update records in our CRM (GoHighLevel), including contacts, pipeline stages, and task assignments - Support agent onboarding by sending welcome materials, tracking document submissions, and following up on outstanding items - Draft and format correspondence, reports, and internal communications in both English and Spanish - Coordinate scheduling, calendar management, and follow-ups for agency leadership - Assist with data entry, compliance documentation, and file management - Handle inbound inquiries and route them to the appropriate team member - Support ad hoc administrative projects as assigned Requirements - Conversational to fluent proficiency in Spanish and English — written and spoken (firm requirement) - 1–2 years of administrative, virtual assistant, or office support experience - Comfortable with CRM tools, Microsoft Office, and similar platforms - Strong attention to detail with ability to manage multiple tasks simultaneously - Reliable internet connection and a dedicated remote workspace - Proactive communicator who follows through independently Nice to Have - Familiarity with GoHighLevel (GHL) or similar CRM/marketing platforms - Background supporting US-based companies or US health, life, or Medicare insurance operations - Experience with recruiting or onboarding workflows - Comfort with Canva, document formatting, or basic HTML email work What We Offer - Competitive compensation based on experience (discussed at interview) - Fully remote — work from home - Collaborative Filipino-American team environment - Opportunity to grow with a fast-scaling US insurance agency - Exposure to US insurance industry operations and systems