Insurance Virtual Assistant

Our team aims to match you with talented virtual assistants who can take the mundane off your plate and make you worry less about setting up those appointments with quality leads and handling the paperwork you need to close transactions

BOOK A CONSULTATION

Set more appointments with a Insurance VA

There are days when a Insurance professional like you wishes for more hours in a day. With the workload that needs to be done, you just can’t help but think so. You may be someone running a one-man operation, but everyone is restricted by their limits, no matter how driven you are to succeed. We’re here to turn your one-man business into a well-oiled machine.

With the help of a Insurance VA, you can now focus your efforts on what you are good at and love to do — going out on the field, meeting clients, negotiating contracts, and closing deals! You now have someone who will take care of the office, handling administrative and cold-calling tasks.

How It Works

Steps on How we Operate
Services

01

Sign Up

Our Business Advisors can help you put together a job description that fits your current real estate business model.

02

Consultation

Let our Business Advisors know about your set-up so we can introduce you to the right person for the job.

03

Sourcing

Our team will pool only the best candidates based on the skill profile your real estate business needs.

04

Interview

After short-listing from the initial list of profiles, we will assist you in interviewing the most fitting candidates for the job.

05

Hiring

The final decision comes from you. After selecting your Real Estate VA, your account will be assigned to a manager who will be your main point of contact for VA concerns.

Insurance VA Services

Our highly trained Insurance Virtual Assistants can free you from time-consuming CRM documentation, appointment setting, prospecting, cold calling, transaction coordination, and other administrative tasks, so you can focus most of your efforts and time on face-to-face client activities.
 
We will only introduce you to candidates who possess good communication and soft skills, having received in-house real estate training, so you won’t need to worry about providing them with intensive training. Our Insurance VAs understand the importance of your business image and online reputation.
 
A business-centered individual like you deserves nothing but the best support, and we assure you that your selected Insurance VA receives continuous guidance from The VA Hub’s competitive Management Team.

Insurance VA Roles

Customer Service Calls

• Answer telephone calls
• Explain insurance services and prices
• Explain technical service information to customers
• Answer customer questions about insurance services

Admin

• CRM System Reports and Presentations
• Database, Calendar and Email Management
• Research and Data Entry
• Data mining, Info Gathering and other admin tasks.
•Deal with financial forms or applications Work with custodians

Online and Social Media Marketing

• Social media marketing (Across all platforms)
• Create marketing campaigns
• Establish strong online presence, interact with target audience
• Create flyers, postcards, videos, contents, blogs, etc
Branding

Insurance Telemarketing

• Call potential leads
• Follow up calls
•Set up phone appointments
• Solicit orders
•Scripts and tools utilization