Virtual Assistant – Insurance Verification, Business Development Support
Distro
full-time
Posted on:
Location Type: Office
Location: Guatemala City • 🇬🇹 Guatemala
Visit company websiteSalary
💰 $6,400 - $6,500 per month
Job Level
Junior
About the role
- Contact insurance companies to verify patient benefits (mainly auto insurance).
- Collect claim numbers, billing addresses, adjuster details, and benefit info.
- Complete verification forms accurately within 4–7 days.
- Handle long hold times professionally (calls may last up to 90 minutes).
- Use HighLevel Pro (CRM) to communicate with personal injury attorneys.
- Send messages, schedule Zoom or in-person meetings, and maintain follow-up.
- Assist in setting up lunches or coffee meetings to strengthen referral relationships.
- Draft initial narrative reports using templates and patient data.
- Ensure accuracy and clarity for legal and medical documentation.
- Submit reports in Microsoft Word format for review.
- Coordinate calendars for meetings and appointments.
- Provide bilingual support (English/Spanish) for client communication.
- Maintain confidentiality and compliance standards.
Requirements
- 1–2 years in customer service, administrative roles, or sales; medical or legal experience a plus.
- Excellent written and verbal communication in English; Spanish is a plus.
- Strong organizational and time management skills.
- Ability to learn and use CRM tools (HighLevel Pro experience preferred).
- Proficiency in Microsoft Word and document formatting.
- Outgoing, professional personality; able to represent the brand positively.
- Familiarity with insurance processes.
- Experience in personal injury or medical office settings.
- Prior use of HighLevel Pro or similar CRM platforms.
Benefits
- Opportunity to build professional relationships in medical and legal fields.
- Supportive team environment.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceadministrative rolessalesdocument formattingbilingual supportinsurance processesnarrative report draftingpatient data managementlegal documentation accuracyclaim processing
Soft skills
written communicationverbal communicationorganizational skillstime managementprofessionalismrelationship buildingattention to detailconfidentialityadaptabilityoutgoing personality