Virtual Administrative & Agent Onboarding Coordinator
New
A
Assist WorldInsurance
Philippines, South AfricaPart-Time
SalaryUSD 500 - 800 / year
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Job Details
- Languages
- English
- Required Skills
- CRMCustomer support
Requirements
- Excellent written English communication skills.
- Strong organizational and time-management abilities.
- Comfortable managing multiple conversations simultaneously.
- Detail-oriented with accurate record-keeping skills.
- Proactive and consistent with follow-up.
- Comfortable learning internal onboarding processes and workflows.
- Ability to work independently while maintaining regular communication with leadership.
- Experience using CRMs or applicant tracking systems (preferred).
- Experience with text-based customer communication (preferred).
- Scheduling and calendar management experience (preferred).
Responsibilities
- Manage ongoing communication with prospective and newly recruited insurance agents primarily via text messaging.
- Monitor agents' progress through the onboarding pipeline, including exam scheduling, preparation, licensing, and contracting.
- Conduct regular follow-ups every 2–3 days to keep agents engaged.
- Respond to inquiries and route qualified prospects to the next step, such as scheduling follow-up calls or initiating contracting paperwork.
- Maintain accurate notes and update all communication records within the company's CRM/database.
- Assist with weekly lead follow-up after opportunity overview calls.
- Schedule appointments between interested candidates and leadership.
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