• Heavy phone contact with policyholders, providers, and interested third parties. • Process policyholder requests from correspondence, phone calls, and emails. • Review and maintain new and revised procedures regarding policy information. • Maintain department standards for the number of calls, average handle, and time management.

Role Description This is a remote position. We are currently seeking an experienced Customer Service Representative or office manager to join our dynamic team assisting Insurance Agencies in their Customer Service Department. The Virtual Assistant acting as a CSR or Office manager will be responsible for: - Confirming data, cross-referencing, and verifications - Email correspondence - Delivering exceptional personalized customer service via phone and email The ideal candidate will possess: - Outstanding communication, organizational, and prioritization skills - Meticulous attention to detail - Capability of managing multiple tasks simultaneously - Ability to perform well under pressure - Effectiveness in a team environment - Strong willingness to learn new processes and software systems - Above-average computer literacy NO PRIOR INSURANCE KNOWLEDGE REQUIRED. Qualifications - Must be well spoken and fluent in English with the ability to liaise with international clients - Extreme attention to detail and accuracy - Excellent computer skills in order to navigate a variety of software systems - Excellent data entry and typing skills - Customer service oriented (positive, helpful, patient, responsive, and empathic) - Ability to multi-task - Must have a Fiber line (50mbps preferable) - Must be willing to work US hours - Must have loadshedding provisions - Must have a laptop/computer (not customized) with Windows 11 operating system Requirements - Assist and support an Insurance Agency in their Customer Service Department via email and phone - Confirming data and cross-referencing to ensure that crucially important data is accurate - Verification of information - Pre-and post-sale administration of personal and commercial insurance policies - Accurately document and process customer information into various software systems - Learn and follow all required scripts, policies, and procedures - Comply with requirements surrounding confidential and personal information - Obtain and capture information accurately, followed by submitting information to the necessary recipients - General administrative duties - Answer and manage inbound and outbound customer calls in a professional and courteous manner - Assist customers with inquiries, issue resolution, and order processing - Maintain and update customer information in the CRM system - Perform general administrative tasks, including data entry, documentation, and follow-ups - Collaborate with other team members to ensure excellent customer service - Adhere to company policies and procedures to maintain service quality standards Benefits - Competitive salary based on experience - Opportunities for career growth and development - Training will be provided by a licensed agent - Support will be provided by a dedicated VA Support specialist

Role Description The Support Associate is a centralized resource designed to elevate our project management and recruitment search experience. In the fast-paced world of growth-stage tech recruitment, you will be the backbone of our execution strategy, directly contributing to delivering a human-centric customer journey. From helping set up the initial strategic alignment to ensuring data-driven project tracking and flawless client communication, you ensure that no detail is missed. Core Responsibilities - GTM Market Mapping & Strategy Development - Market Intelligence: Conduct deep-dive research to map out elite talent pools and competitive landscapes across the B2B tech and growth-stage startup sectors. - Asset Creation: Craft compelling outreach copy, marketing materials, and tailored job profiles that accurately articulate our clients' unique story and employer value proposition (EVP). - Data-Driven Strategy: Rigorously track GTM market trends, search data, and candidate feedback, turning raw data into actionable insights that our team can use to evolve and optimize recruitment strategies. - Project Management & Flawless Execution - Logistics Ownership: Own the candidate and client interview scheduling process to ensure a seamless, friction-free experience for fast-moving tech executives. - Client Visibility: Build and maintain clear, professional candidate status documents to keep clients continuously informed via scheduled asynchronous updates. - Data Presentation: Design and build clear charts, graphics, and presentations to package GTM market data and candidate pipelines beautifully for client review. - Project Velocity: Keep all search projects moving forward efficiently, ensuring deadlines are met and no balls are dropped. - Operational Innovation - Process Optimization: Constantly analyze current recruitment workflows to find opportunities to improve operational efficiency with every iteration. - Smart Tech Adoption: View AI tools critically as an opportunity to improve processes, scale impact, and enhance quality; never as a shortcut to bypass deep, thoughtful work. Qualifications - You are well-educated, intellectually curious, and love the process of learning. - You actively seek out knowledge to become a subject matter expert in complex B2B tech sectors, SaaS metrics, and shifting market dynamics. - You thrive in a collaborative environment. - You prefer to shine as an integral part of a team rather than demanding the spotlight. - You love structure, thrive under tight deadlines, and are inherently organized. - You are an excellent writer who can communicate complex tech and sales concepts clearly, professionally, and persuasively. - You do not need extensive professional work experience; a strong training program is provided. Requirements - Your work behind the scenes directly drives how our growth-stage tech clients experience us. - Your deep market mapping and research ensure our clients feel safe, aligned, and confident that their aggressive hiring goals are well on their way to being met. - Your flawless updates, presentation decks, and scheduling ensure tech founders are "never in the dark," respecting their time while delivering vetted, high-potential GTM talent. - You assist in creating final "Value Artifacts" during project debriefs, delivering long-term insights that help our clients continue to grow long after the search is closed. Benefits - Salary: $2,000 - $3,000 USD/Monthly - 100% Remote from anywhere in LATAM.

Role Description This is a remote position. We are looking for a dedicated and client-focused Virtual Professional to support a law firm’s daily operations. This role goes beyond answering calls—you will be the first point of contact for potential clients, guiding them through the initial intake process while delivering a warm, human, and reassuring experience. Key Responsibilities: - Inbound Calls & Client Intake: - Serve as the first point of contact for all inbound calls. - Conduct client intake by asking guided questions, capturing and verifying key details, reviewing submitted forms, and identifying urgency or priority. - Accurately document call summaries, follow-ups, and next steps for proper case handling. - Calendar & Appointment Coordination: - Schedule client consultations based on attorney availability, case type, and priority. - Manage calendars to ensure accurate, organized, and conflict-free bookings. - Send confirmations and reminders, and maintain updated calendar entries for smooth daily operations. - Client Communication & Support: - Handle client inquiries, provide timely updates, and follow up on pending requests. - Maintain professional and clear communication across all interactions, manage client expectations, and escalate concerns when necessary while ensuring all communications are properly tracked. - Administrative & Document Support: - Prepare, format, and organize internal and client-facing documents. - Maintain structured and accurate digital records, ensuring files are complete, accessible, and aligned with operational requirements. - Retainer & Document Coordination: - Assist in preparing, organizing, and tracking retainer agreements and bundled documents. - Ensure all files are complete, properly formatted, and ready for submission or distribution. - Monitor document status and maintain version control to ensure timely processing. - Legal Correspondence Support: - Support the drafting and organization of templated legal communications (e.g., letters to opposing counsel). - Ensure accuracy, consistency, and adherence to instructions while coordinating timelines for drafting, review, and sending, and maintaining records of all outgoing correspondence. Qualifications - At least 1 year of experience in customer support, virtual assistance, or receptionist roles (inbound-focused). - Excellent verbal and written English communication skills. - Strong active listening skills and the ability to build rapport quickly over the phone. - Close attention to detail and the ability to follow structured processes. - Critical thinking skills when working with templates and client information. - Experience with scheduling tools (e.g., Google Calendar, Calendly). - Ability to work independently in a remote setup. Requirements - Nice to Have: Experience working with law firms or legal documentation. - Familiarity with CRM systems. Schedule - Monday to Friday, 8:00 AM to 5:00 PM Eastern Time.