虚拟行政与代理人入职协调员
Virtual Administrative & Agent Onboarding Coordinator
职位描述
我们正在寻找一位高度有条理、注重细节的虚拟行政及代理人入职协调员，以支持我们不断壮大的保险代理机构。该职位的重点是在整个入职过程中保持潜在和新招募的保险代理人的参与度，确保他们从最初兴趣到获得执照和签订合同的整个流程顺利进行。
这是一个以行政和沟通为主的工作，需要出色的书面沟通能力、强大的组织能力，以及同时处理多个跟进任务的能力。
主要职责
● 通过短信与潜在和新招募的保险代理人保持持续沟通。
● 监督代理人在入职流程中的进展，包括：
○ 考试安排
○ 考试准备
○ 执照申请
○ 合同签署
● 定期跟进（通常每2-3天一次），在整个过程中保持代理人的参与度和积极性。
● 回应咨询，并根据每位代理人的当前阶段提供相应的入职信息。
● 将符合条件的潜在客户引导至下一步，包括：
○ 安排后续电话
○ 发送考试注册信息
○ 为已取得执照的代理人启动合同文件
● 保持准确的记录，并更新公司CRM/数据库中的所有沟通记录。
● 协助在周四机会概述电话后进行每周的线索跟进。
● 在需要时协助安排有兴趣的候选人与管理层的会面。
● 根据业务发展需求承担其他行政任务。
任职要求
- 出色的英文书面沟通能力。
- ● 强大的组织和时间管理能力。
- ● 能够同时处理多个对话。
- ● 注重细节，具备准确的记录保存能力。
- ● 主动且持续地进行跟进。
- ● 能够熟悉内部入职流程和工作流程。
- ● 能够独立工作，同时保持与管理层的定期沟通。
- ● 有行政、虚拟助理、客户服务或客户成功相关经验者优先，但非必需。
加分技能
● 使用CRM或招聘管理系统经验。
● 使用文本进行客户沟通的经验。
● 日程安排和日历管理经验。
● 快速学习新软件和内部流程的能力。
我们寻找的人选
理想的候选人应具备：
● 高度可靠且响应迅速。
查看英文原文
About the Role
We are looking for a highly organized, detail-oriented Virtual Administrative & Agent Onboarding
Coordinator to support our growing insurance agency. This role is focused on keeping
prospective and newly recruited insurance agents engaged throughout the onboarding process,
ensuring they stay on track from initial interest through licensing and contracting.
This is an administrative and communication-focused position that requires excellent written
communication, strong organizational skills, and the ability to manage multiple follow-ups
simultaneously.
Key Responsibilities
● Manage ongoing communication with prospective and newly recruited insurance agents
primarily via text messaging.
● Monitor agents' progress through the onboarding pipeline, including:
○ Exam scheduling
○ Exam preparation
○ Licensing
○ Contracting
● Conduct regular follow-ups (typically every 2–3 days) to keep agents engaged and
motivated throughout the process.
● Respond to inquiries and provide the appropriate onboarding information based on each
agent's current stage.
● Route qualified prospects to the appropriate next step, including:
○ Scheduling follow-up calls
○ Sending exam registration information
○ Initiating contracting paperwork for licensed agents
● Maintain accurate notes and update all communication records within the company's
CRM/database.
● Assist with weekly lead follow-up after Thursday opportunity overview calls.
● Help schedule appointments between interested candidates and leadership when
needed.
● Take on additional administrative tasks as the business continues to grow.
Qualifications
● Excellent written English communication skills.
● Strong organizational and time-management abilities.
● Comfortable managing multiple conversations simultaneously.
● Detail-oriented with accurate record-keeping skills.
● Proactive and consistent with follow-up.
● Comfortable learning internal onboarding processes and workflows.
● Ability to work independently while maintaining regular communication with leadership.
● Previous administrative, virtual assistant, customer support, or client success experience is preferred but not required.
Preferred Skills
● Experience using CRMs or applicant tracking systems.
● Experience with text-based customer communication.
● Scheduling and calendar management experience.
● Ability to quickly learn new software and internal processes.
What We're Looking For
The ideal candidate is:
● Highly dependable and responsive.
● An excellent communicator.
● Organized and process-driven.
● Comfortable handling repetitive administrative tasks with accuracy.
● Motivated to help people successfully complete their onboarding journey.
Success in This Role
Success will be measured by:
● Consistent follow-up with all prospective and onboarding agents.
● Increased engagement throughout the onboarding process.
● Reduced administrative workload for leadership.
● Timely movement of agents through the licensing and contracting pipeline.
This role is ideal for someone who enjoys organization, communication, and helping people stay
on track while working independently in a remote environment.
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM