Virtual Assistant Insurance

Virtual Assistant for Insurance Agency


About Us: clients. We pride ourselves on our commitment to transparency, integrity, and customer satisfaction. To support our growing operations, we are seeking a motivated and organized Virtual Assistant who will play a crucial role in our day-to-day activities.

Job Description:
As a Virtual Assistant for our insurance agency, you will be responsible for providing administrative support to our team, helping streamline operations and enhance customer service. You should be detail-oriented, proactive, and possess excellent communication skills. Your ability to multitask and manage time effectively will be essential in this role.

Key Responsibilities:

- Provide administrative support to agents and management, including scheduling appointments, managing calendars, and organizing meetings. Daily schedule reminders file management
- Respond to client inquiries via email, phone, or chat, ensuring a high level of customer service.
- Assist in preparing and processing insurance applications, renewals, and claims.
- Maintain and update client records in our CRM system, ensuring accuracy and confidentiality.
- Perform data entry tasks and manage documents related to insurance policies and client accounts.
- Support marketing efforts, including managing social media accounts, creating content, and coordinating campaigns.
- Conduct research on insurance products, market trends, and competitors as needed.
- Assist with billing and invoicing, ensuring timely payments and follow-ups.
- Collaborate with team members to improve processes and enhance overall efficiency.

Qualifications:

- High school diploma or equivalent; associate’s or bachelor’s degree preferred.
- Previous experience as a virtual assistant or in a similar administrative role, preferably within the insurance industry.
- Strong organizational and time management skills, with the ability to prioritize tasks effectively.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software (e.g., Salesforce, HubSpot).
- Ability to work independently and as part of a team, demonstrating a proactive approach to problem-solving.
- Strong attention to detail and commitment to maintaining confidentiality.

What We Offer:

- Competitive salary based on experience.
- Flexible work hours with the opportunity to work remotely.
- A supportive and collaborative team environment.
- Opportunities for professional growth and development within the agency.
- Access to training resources and ongoing support to enhance your skills.

If you are an organized and motivated professional looking to contribute to a dynamic insurance agency from the comfort of your home, we would love to hear from you! Please submit your resume and a brief cover letter outlining your relevant experience