Virtual Assistant

About Us

We are a public adjusting company that helps policyholders navigate property insurance claims with confidence and transparency. We take pride in providing excellent communication and service to our clients, vendors, and partners throughout the claims process.

Position Overview

We are seeking a self-motivated, and team-oriented Virtual Assistant to join our team. This role focuses on making follow-up calls to clients, vendors, and insurance adjusters to ensure clear communication and steady progress on active claims.

The ideal candidate takes initiative, anticipates needs, and thrives in a collaborative, fast-paced remote environment.

*** The right candidate must like being on the phone, and good with following up ***

Key Responsibilities

* Make outbound calls to follow up with clients, vendors, and adjusters regarding claim updates and documentation.
* Track and document all communications accurately in our internal system.
* Take initiative to follow up on pending items and ensure timely responses from all parties.
* Schedule and confirm appointments or inspections as needed.
* Assist in obtaining required paperwork, estimates, and supporting documents for active claims.
* Provide regular updates to management on follow-up status and next steps.
* Handle light administrative tasks such as email correspondence and data entry.
* Maintain professionalism, empathy, and teamwork in all communications.

Qualifications

* Previous experience as a virtual assistant, administrative assistant, or customer service representative (preferred).
* Excellent phone etiquette and communication skills (verbal and written).
* Proactive, self-motivated, and organized, with the ability to work independently.
* Strong time-management and multitasking skills.
* Comfortable using CRM systems, spreadsheets, and communication tools (e.g., Xcelerate, Dialpad, Microsoft Teams).
* Reliable internet connection and quiet work environment.
* Positive attitude, strong initiative, and willingness to learn about the public adjusting process.
* Collaborative mindset and ability to work well as part of a supportive team.

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Position is full time, Monday to Friday, 9 AM to 5:30 PM PST