Insurance VA
Insurance VA
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Title: Insurance VA
Location: Manchester United Kingdom
Start Date: Immediate / Flexible
Contract Type: Permanent or Freelance options
Overview:
Were looking for an experienced Insurance Virtual Assistant to support our client a well-established
financial services firm based in Manchester UK with their day-to-day insurance operations. This role is ideal
for someone with a background in UK insurance or financial services who is confident managing back-office tasks
client communications and policy administration remotely.
Key Responsibilities:
- Manage calendars client communications and task scheduling for insurance advisers
- Support the onboarding process for new insurance clients
- Maintain and update CRM records with accurate policy and contact data
- Schedule client review calls and send pre/post-meeting documentation
- Assist with preparing submitting and tracking new insurance applications
- Liaise with UK insurance providers for quotes follow-ups and policy changes
- Prepare renewal notices and ensure timely policy updates
- Ensure all documentation complies with FCA and GDPR standards
- Keep clients informed on key policy changes premium adjustments and renewal dates
- Generate weekly/monthly reports on client pipeline policy status and renewal activity
- Coordinate between insurance advisers compliance officers and third-party providers
Required Skills & Qualifications:
- Previous virtual assistant or admin experience in insurance or financial services
- Familiarity with UK life insurance critical illness income protection or general insurance
- Experience with CRM tools (e.g. Salesforce Acturis HubSpot or Intelliflo)
- Excellent written and verbal communication skills in English
- Strong attention to detail and the ability to work independently
Interested
Send your resume to:
Or message us on WhatsApp: (63)-
Tag someone who fits the bill or share this post!
Employment Type
Full Time
