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Upscaling your insurance agency can be costly, especially when hiring new employees to handle a heavier workload. But you do not have to punch a hole in your pockets recruiting workers for minor tasks – choosing to delegate some responsibilities to an insurance virtual assistant(VA) can be more cost-efficient. So what are the jobs for virtual assistants insurance companies can assign?
What is an Insurance Virtual Assistant?
An insurance virtual assistant is not an official company employee, but they are a remote member of your workforce. An insurance VA can be an individual contractor or employee from a different agency. Still, they all do the same thing: to handle the administrative, marketing, prospecting, and customer service tasks you pass to them. VAs can generally help reduce the costs of your operations and take on minor tasks so you can focus on core responsibilities.
What can An Insurance Virtual Assistant do for me?
Lead Management
One factor contributing to success in any industry is organizational skills. Virtual assistants are renowned for such skills and can attend to your leads by organizing and classifying them daily. They can handle every lead-nurturing affair for your company, such as follow-ups, social media activity, and emails.
Administrative Work
No matter the size of your agency, you might be swamped with basic administrative work that is crucial to your operations. If you do not want to spend time performing those or spend extra on employing a skilled worker, let an insurance virtual assistant do them for you. From data entry to file and email management, insurance VAs are more than capable of accomplishing them.
Maximize AMS/CRM
In the insurance industry, associate management systems and customer relationship management are widely used among agencies. CRM and AMS are quite costly, so it can be beneficial to hire an experienced individual who knows how to operate these systems and address any possible gaps. Your virtual assistant can also do data clean-up to ensure your entries are all up-to-date.
Customer Service
Providing excellent service to existing clients is the best way to gain new business. Your clients may constantly ask questions regarding their insurance eligibility and coverage, so having a virtual assistant can significantly help ensure quality customer service.
Appointment Scheduling
Are you tired of contacting and setting appointment schedules for your clients? Let your insurance virtual assistant do them for you. A VA is skilled in time management and uses calendars to organize priorities. They can help setup schedules for your clients whenever they need support or are ready to purchase insurance.
Spearheading an insurance agency bears an incredible amount of responsibility. You don’t have to get overwhelmed all the time to be successful, so don’t hesitate to allow someone to help you. Get in touch with VIVA Virtual Solutionsto partner with the perfect virtual assistant for your growing company.
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