Insurance Virtual Assistant
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.
