Job Description:
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
Job Description: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 ...
Job Description:
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
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