Access Insurance Underwriter, LLC is one of the fastest-growing insurance companies in the US and we’re hiring a Bilingual (English/Spanish) sales-driven Virtual Assistant to support lead follow-up, appointment scheduling, and client coordination for a growing service-based business.
This role focuses on responding to inbound inquiries, following up with prospective clients, managing leads through a pipeline, and converting inquiries into booked appointments.
Responsibilities:
- Respond to inbound leads in a timely manner
- Follow up via phone, SMS, and email
- Convert inquiries into booked appointments
- Manage leads within CRM systems
- Schedule appointments and coordinate calendars
- Maintain accurate client records
- Re-engage inactive leads through follow-up outreach
- Track lead activity and appointment outcomes
Requirements:
- Experience in sales, appointment setting, or lead conversion
- Strong phone communication skills
- Experience working with CRM systems
- Spanish fluency required
- Strong English communication skills
- Experience in healthcare, wellness, professional services, or appointment-based businesses
- Experience with Go High Level or similar CRM tools
- Organized, proactive, and comfortable following up consistently
Applicants must submit a short voice/video recording in English and Spanish.
Job Types: Full-time, Permanent
Application Question(s):
- Are you fluent in English and Spanish?
- What industries have you worked in? Any healthcare, wellness industry?
- Describe your experience converting inbound leads into booked appointments.
- Have you previously used GoHighLevel (GHL)? If yes, describe what tasks you handled (lead pipeline management, automations, SMS/email follow-ups, appointment booking, etc.).
- Are you comfortable making outbound follow-up calls to leads who have stopped responding?
Work Location: Remote
