Virtual Assistant

We are seeking a reliable and detail-oriented Virtual Assistant to support daily administrative and operational tasks for our insurance team. The ideal candidate has experience in insurance processes, strong communication skills, and the ability to manage multiple tasks efficiently in a remote environment.

Key Responsibilities:

Manage and respond to emails, calls, and client inquiries in a professional manner

Schedule appointments, follow-ups, and policy renewals

Assist with insurance applications, policy documentation, and data entry

Maintain and update client records in CRM or insurance management systems

Prepare quotes, proposals, and basic reports as directed

Verify policy information and ensure compliance with company procedures

Process claims support documentation and follow up on claim status

Perform general administrative tasks such as filing, organizing documents, and calendar management

Coordinate with agents, underwriters, and carriers as needed

Required Qualifications:

Proven experience as a Virtual Assistant or Administrative Assistant

Previous experience in the insurance industry (preferred)

Excellent written and verbal communication skills

Strong organizational and time-management abilities

Proficiency in Microsoft Office, Google Workspace, and CRM systems

High attention to detail and accuracy

Ability to handle confidential information securely

Reliable internet connection and a quiet remote work environment