Virtual Champs Global, Inc

Customer Support

• Prepare, issue, revise, and manage ACORD 25 Certificates of Insurance based on specific contract requirements
• Review insurance requests to identify discrepancies in coverage, limits, or endorsement language
• Process and track policy endorsements, including CG 20 10, CG 20 37, AI/WOS, PNC, and 30-Day Notice of Cancellation
• Assist with policy changes, updates, and servicing across multiple commercial lines
• Respond to client inquiries via email and phone with professionalism and a customer-first mindset
• Handle client correspondence related to policy servicing, documentation updates, and compliance requirements
• Manage workflows and maintain accurate client records using Salesforce Lightning or similar agency management systems
• Track tasks, service requests, and communications to ensure timely completion
• Collaborate with internal teams to ensure smooth policy servicing and high client satisfaction
• Maintain organized and detailed documentation of client interactions and policy changes

Commercial Insurance Admin – Customer Service

Bilingual

• Answer incoming calls professionally and direct them to the appropriate team members
• Communicate clearly and effectively with clients in both English and Spanish
• Schedule consultations and manage the firm's calendar efficiently
• Conduct new client intake calls and gather essential information
• Respond promptly to emails and client inquiries
• Send intake forms and follow up with prospective clients
• Maintain accurate and organized digital client records
• Provide administrative support to attorneys and staff as needed
• Deliver exceptional customer service at all times

Commercial Insurance Admin – Customer Service

Law Firm Virtual Receptionist, Bilingual – English/Spanish