Job Description
Virtual Remote Insurance Agency CSR (Customer Service Representative)
Position Overview:
CGX Virtual Solutions is seeking a highly organized and detail-oriented Virtual Remote Legal Assistant to support our law firm clients. This role requires exceptional communication skills, strong legal knowledge, and the ability to manage multiple tasks in a fast-paced remote work environment. As a Virtual Remote Legal Assistant, you will assist with legal research, document preparation, case management, client communications, and other administrative tasks, all while working remotely.
Key Responsibilities:
Client Inquiries & Support:
Respond to client inquiries via phone, email, or SMS, providing accurate and timely information regarding Auto, Home, & Business Insurance, as well as Life & Retirement Insurance and Specialty Policies.
Policy Management:
Assist clients with updating their policies, making changes to coverage, and ensuring all necessary documents are properly processed and filed.
Claims Assistance:
Help clients with the claims process by guiding them through required steps, providing necessary forms, and following up to ensure the claim is processed promptly.
Billing & Payments Support:
Assist clients with understanding their billing statements, processing payments, and resolving any billing issues or discrepancies.
Documentation & Record Keeping:
Maintain accurate records of all client interactions, policy changes, and claims in the agency's database, ensuring compliance with industry regulations.
Cross-Selling & Up-Selling:
Identify opportunities to cross-sell or up-sell additional coverage options, such as home, auto, commercial, life, health, and retirement plans based on clients’ needs.
Customer Retention & Satisfaction:
Work closely with clients to ensure high satisfaction levels, address concerns, and maintain strong client relationships. Proactively reach out to renew clients' policies and retain business.
General Administrative Support:
Provide general administrative assistance to the agency, such as preparing documents, updating client files, and assisting with any other insurance-related tasks as needed.
Qualifications:
Experience & Education:
Minimum of 2 years of experience as a legal assistant or paralegal in a remote environment.
Associate’s degree or equivalent in Paralegal Studies or a related field is preferred.
Paralegal certification (preferred but not required).
Skills & Competencies:
Familiarity with insurance policies, terminology, and procedures, especially in Auto, Home & Business Insurance, Life & Retirement, and Specialty Policies is a plus but not required.
Proficiency in insurance management software such as EzLynx, Epic, or Applied Systems is a plus but not required.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Excellent written and verbal communication skills with the ability to explain complex information clearly.
Ability to manage multiple tasks and prioritize in a fast-paced, remote work environment.
Strong attention to detail and accuracy.
Ability to work independently, take initiative, and solve problems efficiently.
Customer service-oriented with a positive attitude and professional demeanor.
Language Requirements:
Must have the ability to speak English at a C1 level with minimal accent to communicate clearly and effectively over the phone with clients and the employer.
Must be able to read and write in English with a native tone, ensuring all written communication is professional and easily understood by English-speaking clients.
Additional Requirements:
A government form of ID, such as a Passport or Visa, is required to be considered for this position.