Best suited for agencies that need airtight administrative support, these virtual assistants excel in roles where organization, precision, and follow-through are critical.
While fully trained in client communication and capable of handling calls when necessary, their core strengths are in keeping the back end of your business running smoothly and efficiently.
Client-facing virtual assistants are fully trained in all core insurance operations, with the added strength of exceptional communication skills.
They thrive in high volume environments, managing calls, inquiries, billing, and day-to-day client interactions. Their ability to build rapport and de-escalate issues makes them a reliable extension of your customer service team.
Elevated virtual assistants are the best of the best — top scores on internal testing, exceptional English proficiency, and handpicked for sharp problem-solving and career maturity.
With customized training tailored to your agency’s unique workflows, they’re built for complex operations and high-stakes support where leadership, experience and initiative matter.
Top performers, custom-trained for your agency's needs.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
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Brazil
English & Portuguese
Pursuing a Bachelor's Degree in Human Resources Management
Professional Background
- 5+ years in administrative support, customer service & education, handling daily client interactions.
- Strong background in scheduling coordination, payment processing, student support, and record management.
- Skilled in Microsoft Office, data entry, documentation management, and customer issue resolution.
About Me
- Book and audiobook lover who never misses a good story.
- Live music enthusiast who considers concerts my happy place.
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Honduras
English & Spanish
Pursuing a Bachelor's Degree in Marketing
Professional Background
- 10+ years in administration, quality assurance & operations support, monitoring over 400 weekly interactions.
- Strong background in financial & operational coordination, including accounts payable & receivable, payroll tracking, purchasing, bank reconciliations, inventory oversight, and staff scheduling.
- Skilled in quality monitoring, performance reporting, payroll coordination, accounts management, and data tracking.
About Me
- Digital photography enthusiast who loves capturing moments through the lens.
- Coffee shop explorer always on the hunt for the perfect latte.
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Brazil
English & Portuguese
Bachelor's Degree in Portuguese & English Language
Professional Background
- 10+ years in virtual assistance, customer service & education support, managing calendars, schedules, and client communications.
- Strong background in administrative coordination, payment tracking, and client communication.
- Skilled in email & calendar management, Office 365, administrative support, data organization, and client communication.
About Me
- Regular swimmer for the past five years and counting.
- Recently started learning Italian and loving the journey.
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Ecuador
English & Spanish
Bachelor's Degree in Finance. Minor in Business Administration
Professional Background
- 3+ years in financial analysis, reporting & operational coordination, supporting budgeting, forecasting, and financial decision.
- Strong background in financial reporting, investment evaluation, and compliance monitoring.
- Skilled in financial analysis, budgeting, Excel-based reporting, and cross-functional coordination.
About Me
- Recently started learning Thai and loving the challenge.
- Travel enthusiast who’s explored 12 countries and counting.
The voice of your agency and the face of your service.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
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Nicaragua
English & Spanish
High School Diploma
Professional Background
- 3+ years in customer service, sales & technical support, handling about 70 - 100 calls daily.
- Strong background in high-volume call handling, technical troubleshooting, and escalation support.
- Skilled in ticketing systems, CRM case documentation, escalation handling, scheduling, and billing support.
About Me
- Former high school soccer player who learned teamwork on and off the field.
- Puzzle and crossword fan who loves a good mental challenge.
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Nicaragua
English, Spanish & French
Bachelor's Degree in Architecture
Professional Background
- 4+ years in technical, account & billing support, handling over 150 daily inquiries.
- Strong background supporting business accounts, managing complex technical issues, and escalations handling.
- Skilled in CRM management, billing documentation, escalation coordination, and client communication in English, Spanish, and French.
About Me
- Devoted All Blacks fan who never misses a chance to cheer them on.
- Currently learning Italian and enjoying every step of the journey.
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Nicaragua
English & Spanish
High School Diploma
Professional Background
- 9+ years in customer service, financial support & healthcare operations, handling over 90 daily cases.
- Strong background in health insurance eligibility & claims support, payment processing, and compliance-driven operations.
- Skilled in claims & eligibility inquiries, billing & remittance documentation, refunds processing, and agent coaching.
About Me
- Passionate about drawing — even if faces still keep me on my toes.
- Sculpting clay figures with detailed care since childhood.
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Brazil
English & Spanish
Pursuing a Bachelor’s Degree in Accounting & Business Management
Professional Background
- 4+ years in customer service, sales & operations handling an average of 70 daily interactions
- Strong background in customer onboarding, billing coordination, escalations, and process optimization.
- Skilled in CRM and case management, billing coordination, escalation handling, and operational reporting.
About Me
- Bilingual writer exploring human psychology with empathy and curiosity.
- I’m a marine life enthusiast with a specialized knowledge of shark and whale species.
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Nicaragua
English & Spanish
Bachelor's Degree in Marketing
Professional Background
- 5+ years in customer service, financial support & team leadership, handling up to 90 calls and 50 chats daily.
- Strong background in escalations management, performance coaching, and KPI tracking.
- Skilled in customer service operations, escalations handling, and customer satisfaction analysys.
About Me
- Bird enthusiast who’s always watching the skies.
- Cat lover and proud parent to four little companions.
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Nicaragua
English, Spanish & French
Bachelor's Degree in Philosophy
Professional Background
- 3+ years in claims operations, customer service & team leadership, managing up to 20 auto, injury, property, and occupational claims daily.
- Strong background in escalations coordination, compliance procedures, and claims management.
- Skilled in escalations resolution, performance coaching, and multilingual client communication in English, Spanish, and French.
About Me
- If there’s music playing, chances are I’m singing along.
- Small dogs are my weakness. I have four of them!
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Brazil
English & Spanish
Bachelor's Degree in Pedagogy
Professional Background
- 5+ years in education, communication & administrative support, managing over 100 students weekly.
- Strong background in client communication, progress monitoring, and structured documentation.
- Skilled in data entry, customer communication, and digital content tools such as Canva, CapCut & Adobe Premiere.
About Me
- Beach lover who never says no to sun and sea.
- Passionate singer and lifelong music enthusiast.
They keep your agency’s engine running so you can keep growing.
All of our partners are bilingual, aligned with your agency's timezone, and fully trained in the 4 industry leading AMS: Applied Epic, HawkSoft, EZLynx and AMS360.
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Guatemala
English & Spanish
High School Diploma
Professional Background
- 3+ years in customer service, billing & interpretation, handling over 30 inquiries daily.
- Strong background in billing support, payment processing, and scheduling.
- Skilled in Salesforce, billing & payment documentation, real-time interpretation, and escalation handling.
About Me
- Music lover with Lady Gaga always at the top of my playlists.
- Beginner tattoo artist exploring creativity one design at a time.
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Nicaragua
English & Spanish
Bachelor's Degree in Psychology
Professional Background
- 4+ years in customer service, escalations & quality assurance, handling an average of 75 inquiries daily.
- Strong background in sensitive case management, team coaching, and performance improvement.
- Skilled in escalation resolution, quality assurance auditing, performance coaching, and incident documentation.
About Me
- Family baker who never misses a birthday cake.
- Received a university-level recognition for being kind, charismatic, and empathetic.
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Venezuela
English & Spanish
Bachelor's Degree in Industrial & Mechanical Engineering
Professional Background
- 4+ years in customer service, real estate & sales support, handling over 100 calls daily.
- Strong background in cross-party coordination, intake documentation, in-person interpretation, and sales.
- Skilled in appointment setting, CRM management, upselling, refunds and exchanges.
About Me
- Naturally left-handed but trained myself to be fully ambidextrous.
- After just two months of volleyball, earned a spot on the regional team as a setter.
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Nicaragua
English & Spanish
Medical School Graduate
Professional Background
- 5+ years in legal, healthcare & team leadership, handling an average of 20 records daily.
- Strong background in case management, medical record analysis, billing and claims support.
- Skilled in claims & case documentation, medical & billing record retrieval, CRM updates, spreadsheet reporting, and lien coordination.
About Me
- Pianist with five years of dedicated practice under my fingers.
- Proud dog parent to Oddie, my one-year-old beagle and loyal companion.
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Nicaragua
English & Spanish
High School Diploma
Professional Background
- 5+ years in customer service, legal case support & virtual assistance, handling 160 daily client interactions.
- Strong background in case management, outbound calling, and administrative coordination.
- Skilled in Salesforce, Zendesk, data entry, record management, and accurate case documentation.
About Me
- Former guitar player who’s determined to pick it back up someday.
- Soccer lover who’s always up for a good match.
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El Salvador
English & Spanish
High School Diploma
Professional Background
- 4+ years in customer service, quality assurance & back-office operations, handling 80 daily calls.
- Strong background in health insurance quality monitoring, fraud prevention, and administrative case resolution.
- Skilled in quality assurance auditing, back-office case management, refunds & booking adjustments, fraud detection, and data reporting.
About Me
- Proud dog parent who loves coming home to a wagging tail.
- Organization enthusiast who never starts the day without a color-coded planner.
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Nicaragua
English & Spanish
Bachelor’s Degree in Industrial Engineering
Professional Background
- 10+ years in financial services, credit analysis & customer support, handling up to 90 daily calls.
- Strong background in loan processing, credit bureau dispute management, and compliance-driven financial operations.
- Skilled in financial documentation, customer account support, dispute resolution, reporting, and Excel.
About Me
- Piano lessons are my happy place. Music makes everything better.
- Rubik’s Cube solver who loves a good mental challenge.