Virtual Champs Global, Inc

• Prepare, issue, revise, and manage ACORD 25 Certificates of Insurance based on specific contract requirements • Review insurance requests to identify discrepancies in coverage, limits, or endorsement language • Process and track policy endorsements, including CG 20 10, CG 20 37, AI/WOS, PNC, and 30-Day Notice of Cancellation • Assist with policy changes, updates, and servicing across multiple commercial lines • Respond to client inquiries via email and phone with professionalism and a customer-first mindset • Handle client correspondence related to policy servicing, documentation updates, and compliance requirements • Manage workflows and maintain accurate client records using Salesforce Lightning or similar agency management systems • Track tasks, service requests, and communications to ensure timely completion • Collaborate with internal teams to ensure smooth policy servicing and high client satisfaction • Maintain organized and detailed documentation of client interactions and policy changes

• Answer incoming calls professionally and direct them to the appropriate team members • Communicate clearly and effectively with clients in both English and Spanish • Schedule consultations and manage the firm's calendar efficiently • Conduct new client intake calls and gather essential information • Respond promptly to emails and client inquiries • Send intake forms and follow up with prospective clients • Maintain accurate and organized digital client records • Provide administrative support to attorneys and staff as needed • Deliver exceptional customer service at all times

• Conduct legal research and case analysis, summarizing findings for attorneys. • Draft, proofread, and prepare legal documents, pleadings, contracts, and correspondence. • Assist in case management, ensuring deadlines, court filings, and client communications are handled efficiently. • Organize and maintain case files, discovery materials, and evidence. • Coordinate with clients, courts, and third parties regarding case progress and required documents. • Prepare trial exhibits, deposition summaries, and case outlines as needed. • Manage legal databases, e-filing systems, and case tracking software. • Conduct initial client intake and gather supporting documentation for cases. • Assist attorneys in preparing for hearings, depositions, and mediations. • Ensure compliance with legal procedures, confidentiality standards, and firm policies.

• Call warm and re-engaged leads from the CRM • Handle inbound leads and follow up on previously contacted prospects • Re-engage business owners who expressed interest but did not book a call • Ask qualifying questions related to: Business status, Funding interest, Timing and eligibility • Clearly explain next steps and book qualified appointments • Overcome basic objections professionally • Book appointments directly into the clients scheduling system • Accurately log call outcomes, notes, and dispositions in the CRM • Maintain consistent follow-ups and clean CRM records • Meet daily call activity and appointment-setting targets

• Manage emails, calendars, and scheduling • Prepare and organize documents, reports, and spreadsheets • Perform data entry and maintain accurate records • Assist with file management and document organization • Coordinate meetings and follow up on action items • Handle basic online research and information gathering • Support other administrative tasks as assigned