Virtual Assistant For Insurance Claims Office

Seeking a virtual assistant that can remotely assist with the following:

New customer Intake
– contact new prospects by telephone & email
– follow up calls and emails to new prospects
– send and receive electronically signed forms via signnow
– entry of new clients into CRM
– manage incoming leads and update CRM
– coordinate signing of documents electronically with new customers
– Generate reports of progress- signed/ vs not signed
– Coordinate with referral sources to update when new client is signed

Referral Source Management
– Manage referrals from referral sources
– Track and provide updates to referrals and referrals sources
– Provide updates to referral sources of clients that have been signed and those who have not

Day To Day
-Answer phones
– Take messages
– Answer questions for new potential clients calling in
– Relay messages by email and CRM entry to various company personnel
– Coordinate, update and communicate with clients as needed
– Coordinate, update and communicate with referral sources as needed
– Update CRM as needed
– Curate files and request updates to files from company personnel that are past due or not updated recently
-Assist with scheduling as needed

Personal Assistant
– Receive and handle forwarded phone calls from primary management cell phone
– Coordinate messages and file requests sent to primary management cell phone when needed
– Provide summarized messages taken from primary management cell phone

Excellent spoken and written English required.

Please provide recorded sample of voice in recorded introduction message with application

Seeking self starter to virtually assist with growing company demands.