Insurance Virtual Assistant
4 days ago
Insurance Virtual Assistant (Remote)
Remote | Full-time
About Us
We are a specialized recruitment firm that partners with leading insurance agencies to connect them with top-tier talent. Our mission is to help agencies build strong teams so they can focus on serving their clients and growing their business. We are currently seeking a skilled
Insurance Virtual Assistant
on behalf of one of our partner agencies to provide essential support in daily operations and client service.
What You'll Do
- Provide administrative and customer support to insurance agents and clients.
- Assist with policy quotes, renewals, endorsements, and claims processing.
- Manage client records, update CRM systems, and ensure data accuracy.
- Handle client communications via phone, email, and chat.
- Schedule appointments, follow up with leads, and track renewals.
- Prepare reports and maintain compliance with company and industry standards.
What We're Looking For
- Prior experience in insurance or as a virtual assistant (preferred).
- Strong knowledge of insurance processes and terminology (Life, Health, P&C, or Commercial a plus).
- Excellent organizational, multitasking, and communication skills.
- Proficiency with CRM tools, Microsoft Office, or Google Workspace.
- Ability to work independently, manage deadlines, and maintain confidentiality.
- Bonus: Experience with AMS platforms (Applied, EZLynx, HawkSoft, etc.) or a current insurance license.
What We Offer
- 100% remote and flexible work setup.
- Competitive pay based on experience.
- Opportunity for long-term growth within the agency.
How to Apply
If you're detail-oriented, client-focused, and eager to grow in the insurance industry, we'd love to hear from you. Please submit the following:
- Resume
- Intro video
(1–2 minutes introducing yourself and highlighting your relevant skills) - Short cover letter
outlining your insurance/administrative experience and availability
We're excited to learn more about you Please send your application materials to
.
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