JOB INFO

Job Title

Executive Virtual Assistant (Customer Service Focus)

JobID

KELNIC

Industry

Insurance

Location

LATAM (Mexico or Colombia)

Status

Full Time

Work Schedule

Monday–Friday, 8:30 AM – 4:30 PM Central Time

Pay rate

$7-$8/hour

Target Start

ASAP

JOB DETAILS

About the Client

The client leads a rapidly growing Medicare insurance brokerage operating in 15 U.S. states, with a home base in Middle Tennessee. The company specializes in Medicare health plans and maintains steady business year-round, peaking during the Annual Enrollment Period from October to December. With prior experience working with virtual assistants, the client values clear communication, accountability, and strong, long-term partnerships.

Position Overview

We’re seeking a proactive and personable Executive Virtual Assistant to support the client directly with both administrative and customer service duties. This is a full-time, remote role ideal for candidates based in Latin America—with a strong preference for applicants from Mexico or Colombia—who have excellent English communication skills, a passion for helping others, and the ability to stay highly organized in a fast-paced environment.

Key Responsibilities

  • Answer inbound client calls with professionalism and empathy
  • Create and manage customer service tickets
  • Organize and maintain the Google Calendar (appointments, meetings, follow-ups)
  • Conduct outbound calls to build partnerships with professionals like doctors and financial advisors
  • Use internal forms linked to CRM for accurate data entry
  • Provide personal and business administrative support as needed

Ideal Candidate Profile

  • Fluent in English with a clear and neutral accent
  • Strong communication skills and a naturally engaging personality
  • Prior experience with Medicare health plans (preferred but not required)
  • Exceptional organizational and multitasking abilities
  • Comfortable navigating Google Workspace (Gmail, Docs, Calendar, Sheets, etc.)
  • Customer service mindset and excellent active listening skills
  • Sales background is a plus