client facing
virtual assistants
Our client-facing virtual assistants are fluent in English and Spanish (or Portuguese), and trained to handle all front office operations with professionalism and care.
From managing incoming calls to assisting with billing and customer service inquiries, our VAs ensure every client interaction leaves a lasting impression.
From managing incoming calls to assisting with billing and customer service inquiries, our VAs ensure every client interaction leaves a lasting impression.
the perfect fit for your agency
Meet your bilingual virtual assistants who specialize in client communication. They are trained in industry-leading AMS systems like Applied Epic, HawkSoft, EZLynx and AMS360, ensuring seamless support for your daily administrative needs.
Client Facing
- Act as the first point of contact for your agency, answering incoming client calls with professionalism and efficiency. They route calls to the appropriate departments, take detailed messages and ensure no client inquiry goes unanswered.
- Provide responsive customer support by addressing client questions related to policies, coverage options, claims status and general service needs. They help maintain high client satisfaction by resolving issues quickly or escalating when necessary.
- Address client questions about invoices, payment schedules and billing discrepancies.
- Assist clients with making payments, setting up auto-pay and ensuring all transactions are properly recorded.
- Work with carriers and internal teams to clarify and resolve billing issues, ensuring accurate and up-to-date payment records.
- Serve as the liaison between your agency and carriers by calling carriers to obtain policy updates, resolve service issues and confirm coverage details.
- Facilitate smooth communication with carriers for tasks such as verifying client coverage, processing updates and addressing endorsement needs.
- Assist in onboarding new clients by walking them through forms, explaining required documentation and ensuring a seamless onboarding experience.
- Keep client data current in agency management systems, ensuring all communications, forms and transactions are accurately logged.