Teams at Phil-Am Insurance Agency LLC

Initiates outbound calls, SMS, and email follow-ups to prospective U.S. clients; qualifies interest, schedules appointments with licensed insurance representatives, confirms attendance, and reschedules no-shows. Maintains accurate CRM records, follows TCPA and insurance marketing compliance rules, meets activity and appointment targets, and collaborates with U.S.-based staff. The role is remote from the Philippines and aligned with U.S. Central Time business hours.

Provides bilingual Spanish-English administrative support for a remote insurance agency. Responsibilities include client communication and interpretation, CRM record management, agent onboarding, correspondence preparation, scheduling, data entry, compliance documentation, file management, inquiry routing, and ad hoc projects. The role requires strong organization, attention to detail, independent follow-through, and reliable remote work capabilities.