Part-Time Virtual Assistant with Insurance Experience

Location: Remote/Work from Anywhere
Job Type: Part Time with Potential full time
Shift: 2 days a week 8 hours per day (needs to be flexible)

We are looking for a detail-oriented, proactive, and reliable Virtual Assistant to join our team on a part-time basis. This role requires experience in the insurance industry, preferably with National Life Group, but experience with other insurance companies is also welcome. You will assist in managing and streamlining tasks essential to the smooth operation of our insurance business.

Key Responsibilities:

Policy Management and Client Support:
-Assist with client intake forms and ensure all details are accurately documented.
-Handle policy follow-ups and resolve client issues, particularly related to policy transfers.
-Address and troubleshoot commission payout discrepancies.
-Research and recommend solutions for client-specific insurance concerns.
-Coordinate and communicate effectively with clients to ensure a seamless experience.

Administrative Support:
-Schedule events, appointments, and meetings for the insurance team.
-Prepare and maintain reports and documents for insurance policies and payouts.
-Organize and file important client and business documentation.
-Conduct market research to identify trends and opportunities in the insurance industry.

Communication and Coordination:
-Liaise with key stakeholders and team members to ensure smooth operations.
-Provide support in resolving escalated client concerns and inquiries.

Special Projects:
-Assist with tasks related to Turo or other ongoing business initiatives as required.
-Offer input on process improvement to help the business grow efficiently.

Ideal Candidate:
-Experience: Proven experience in the insurance industry, particularly with policy management, client relations, and commission payouts. Familiarity with National Life Group is a plus.
-Change the subject line to [turtleduck - your first name] when applying to this job post
-Skills: Strong organizational, problem-solving, and communication skills.
-Tech-Savvy: Proficiency in tools like Microsoft Office, Google Workspace, and CRM platforms.
-Proactive: Ability to take initiative and work independently in a virtual environment.
-Flexible: Comfortable managing a variety of tasks and adapting to new challenges.


How to Apply
To apply, submit your resume, cover letter, and any relevant portfolio samples to dat.va1148@gmail.com. We look forward to reviewing your application and exploring how your skills can contribute to our success.


Note: Only shortlisted candidates will be contacted for further evaluation.