Virtual Assistant

** Only resumes in English will be considered

**We look for people who feel comfortable doing customer service tasks.

We’re seeking dedicated individuals who are passionate about their work. This is not a side job ; we’re looking for full commitment to drive success together.

Elevate Teams will NEVER ask anyone for money or funds during our application process It has been brought to our attention that there are some scam ads posing as Elevate Teams - Please report any scam postings to LinkedIn Thank you

At Elevate Teams, it’s not all about us. It’s about our clients and our teammates (we think of ourselves as a team, so we have teammates - not employees ).

We encourage you to visit us at:

We put others first (as we hope you do), so let’s start with you:

About You:

As an Elevate Teammate, it’s an absolute must that you share our core values:

• Be Great – Always exceed expectations
• Good Vibes – Bring positive energy
• Curious – Seek solutions
• Grit – Always finish what you started
• Poised – Thrive under pressure
• Defender – Always have each other’s backs

You are also going to need to have our top soft skills:

• Hard-working & Initiative/Proactive
• Strong communication
• Detail-oriented & Organized
• Follow directions & Process oriented
• Punctual & Time Management
• Tech Savvy – Fast-learning
• Critical thinking & Problem-solving
• Consistent & Reliable

Finally, although we focus more on hiring for soft skills and training our teammates in the required hard skills, you do need to meet our requirements:

• C1/C2 English writing and speaking skills.
• At least 2 years of work experience in back-office and customer service roles.
• MUST BE AVAILABLE TO WORK MONDAY - FRIDAY 9AM - 6PM IN US TIME ZONES (PST, MST, CST, and/or EST)
• Proficient with MS Office Suite.
• Comfortable working in customer service.
• Exceptional telephone manner & service-orientated email writing skills.
• Ability to quickly learn how to use new tools and software.
• A quiet home office with a desk and office chair.
• Stable internet with at least 30 MBPS download & 3 MBPS upload speed.
• A laptop/desktop with 8GB RAM, a 1.6GHz processor, and 50GB of free hard-drive space, and a smartphone.
• Preferably graduated with a university degree or graduating in the next 12 months (if you do not have a degree, you should have more extensive experience).
• Although not required, any insurance experience would be advantageous.

BONUS if you have experience in accounting, finance, insurance services, or as an administrative/executive assistant, we want to hear from you

IT IS IMPORTANT TO KEEP IN MIND all placements involve customer service of some sort (receive or make calls), so we need people who are comfortable doing this type of work. But we can assure you that this is not a high volume of calls - we are not a call center.

When you and your teammates are rock stars, work just doesn't feel like work anymore. So, if the above sounds like you, we welcome you to read on and apply, and we look forward to having you on the team

About Us:

Elevate Teams is a US recruitment company that helps independent insurance agencies across the US to grow their teams by providing them with our pre-trained teammates (you). We support their back-office and customer service operations so they can better serve their customers and ultimately grow their agencies.

We provide our teammates (bilingual professionals in Latin America, speaking Spanish and English) with long-term, work-from-home placements with our clients, working as Remote Insurance Assistants.

Our HR department provides paid training to new teammates to prepare them for their new careers in insurance, and our Customer Success Managers support teammates and clients to ensure work placements run smoothly.

About the Training & Job:

If you pass our selection process, you'll be invited to join our next insurance training. A 4-week paid training conducted via Zoom video calls, during which you'll be taught about the insurance industry, how to use agency management systems like AMS 360, Applied Epic, and Hawksoft, and how to carry out industry-specific admin and customer service tasks.

Following successful completion of the training, we’ll put your profile forward to our clients to be interviewed by them, and selected for a long-term work placement (note that there may be a waiting period of several days/weeks before you are successfully placed). Once placed you will be helping their admin & customer service areas by carrying out tasks such as:

• Input and update customer information in the client's agency management system.
• Respond to customer emails, resolving simple queries or elevating complex cases.
• Answer incoming phone calls (you'll be given a VoIP account to use from your laptop).
• Call carriers to gather information about customers’ insurance policies.
• Issue binders, policies, and endorsements.
• Process and revise draft insurance proposals or quotes.
• Proofread documents for accuracy and completeness.
• Create and maintain files according to policies and procedures guidelines.
• Download policy documents and certificates and send to the required parties.
• Call and email customers regarding notices of cancellations and renewals.
• Other relevant duties as assigned.

About the Advantages:

• Gain experience working with international companies.
• Continue to perfect your English while working in a multicultural environment.
• Work from the comfort of your home - no daily commuting to the office.
• Receive paid training and get experience in a new industry.
• Long-term, stable work - our placements last years, not months.
• Great work/life balance - insurance roles are very much ‘9 to 5’ type jobs.
• Work with a talented, dynamic team in a rapidly growing company.
• Earn competitive pay in USD.
• Potential for client performance bonuses.

About the Pay & Benefits:

• Starting pay of US$4/hr
• Pay increase after 12 months with the client to US$5/hr
• Pay increase after 24 months with the client to US$6/hr
• Subsequent pay increases at each work anniversary completed with a client.
• Many clients reward their teammates with significant annual bonuses.

Full-time client roles are eligible for our benefits program, which includes:

• Most US Federal Holidays as PTO
• Minimum 5 additional PTO days for personal use.
• Gym/Wellness allowance.
• Birthday/Anniversary bonuses.
• Medical stipend after 12 months of client placement.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Elevate Teams will NEVER ask anyone for money or funds during our application process It has been brought to our attention that there are some scam ads posing as Elevate Teams - Please report any scam postings to LinkedIn Thank you