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Hire Virtual Assistants for Insurance Agents in Latin America

Virtual Assistants for Insurance Agents

Virtual assistants for insurance agents are an excellent option to boost productivity, gain organization, and obtain more clients! 

In the last few years, unexpected changes have increased the demand for insurance services. People’s needs have transformed and the importance of being secure against change has made insurance agents very busy. That’s why having a virtual assistant can help you take a lot of things off your plate and focus on what’s more important. 

What are Virtual Assistants for Insurance Agents?

Virtual assistants are known for their administrative skills and high productivity levels. They are independent contractors who work remotely, they support all kinds of businesses with different tasks. VAs have become so popular due to their affordability, especially in countries in Latin America where the exchange rate benefits American entrepreneurs. 

What Services can a Virtual Assistant Perform?

The answer is any tasks that can be performed online! That’s the good thing about virtual assistants, they fit incredibly well in any industry. They are fast learners and tech savvy so if training is necessary, it will probably not take much time.  

Without a doubt, virtual assistants for insurance agents are a great asset.

Virtual Assistants for Insurance Agents

Below are some ideas of tasks your VA can help you perform. 

Analyze Portfolios for Clients

As an agent, you should be able to offer your clients a wide range of insurance plans to see which fits best for their needs and desires. A virtual assistant can help you scan these plans and make the process of enrolling your clients more effortless.  

Digital Marketing

Digital marketing is one of the ways for insurance agents to find new clients. In most cases, you don’t need to invest much to make people aware of your services through a digital presence. The only thing you need is someone with the right knowledge to create an engagement-boosting social media strategy.

SEO

Have you considered having your own website? This is a great way for clients to find out about your services and also to make the purchasing process easier. The support of a VA can make a huge difference if you already have a website.

Customer Service

As an insurance agent, you need to cultivate your relationships with new and existing clients. As time passes your clients will have many questions or issues with their insurance policy. You should make sure someone on your team is available to assist them. Hiring a virtual assistant for insurance agents is definitely one way to take care of your clients and ensure all policy requirements are fulfilled.

Organize Paperwork

Imagine having someone else ensure that all paperwork is filled out properly, at the right time without you having to stress about it. A virtual assistant for insurance agents can be that person for your business.  

Bookkeeping

Keeping track of financial records is an essential part of running a profitable business. Therefore, a virtual assistant for insurance agents can be someone who understands all the financial aspects of your business so you are always aware of financial obligations, current assets, debts, and so much more.

Virtual Assistants for Bookkeeping

Virtual Assistants and Latin America

Latin America has the largest number of Spanish-speaking countries in the world; however, not all of them have a good number of Spanish and English bilinguals.

In the last year and a half, the citizens of this region have concentrated on telecommuting for American companies. This makes them the main source of Spanish-speaking VAs in the world.

Even with the tendency of believing that Latin Americans were not prepared to work in a U.S business space,  citizens of countries like Colombia continue to prove this statement wrong. They have been adapting and preparing themselves in the increasingly competitive market of virtual assistant jobs. Executing excellent quality of work, being responsible, and offering the best customer service. 

The Colombian warmth and kindness captivated big multinationals’ attention and ranked Colombia third in The A.T Kearney’s Latin America service location indicator.

Where to Hire a Virtual Assistant for Insurance Agents?

You can hire a virtual assistant directly through directory platforms, or you can hire them through agencies such as There is Talent.

With a freelancer directory platform, you have to dedicate yourself to the selection of the ideal person for the position. One of the important and sometimes ignored details is that you can’t always find the expected quality of work.

The benefit of working with a VA agency is that they make sure to supervise your VA’s performance and change them if you’re not getting the results you need. 

At There is Talent we take this policy very seriously because we always want to provide you with the best Spanish-speaking VAs in the market that provides you with impeccable work, but most importantly results. 

Do you want to know more about our team and what they can do for your business?

Book a strategic call with our director Claudia and start enjoying the benefits of having the best Spanish-speaking VAs!

Claudia
  • Looking to scale your business more quickly?
  • Are you overloaded with administrative tasks?
  • Would you like to free up more time for business strategy?
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