Virtual Assistant/Data Entry/IT Assistant

Goodwill Financial, Inc - Independent Insurance Agency is looking for Virtual Assistant:

We are looking for a full time team member(8:30AM to 5PM CST) to assist us with daily processing of certain tasks including but not limited to:

Accountabilities/Responsibilities:

Data entry (from CRM TO CRM)
Form fillings
Preparing insurance renewal quotes (Home and Auto insurance) using Vertafore PL Rating
New lead processing into Database
Policy downloads to system
Other daily assistance to team members
Plan and organize technology solutions and systems
Participate in, and contribute to, ideas for improving technology services
Openly share technical and other know-how with team members to improve company operations overall
Be a thinker involved in improving the company by creatively engaging in all aspects of personal responsibilities and company operations beyond the letter of the expectations defined in this Position Description


Full time availability is necessary for this position.

P.S. Prior work in insurance industry would be considered as an Upgrade to see actual infoing Infusionsoft would be considered as an advantage.