Insurance Agent Virtual Assistant
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
We are seeking a reliable and detail-oriented Insurance Agent Virtual Assistant to provide administrative and client support to a busy insurance professional. Experience supporting an insurance agent is required and prior experience working with a Medicare agent is highly preferred.
This role is ideal for someone who is organized tech-savvy and confident speaking with clients over the phone.
Key Responsibilities:
Provide day-to-day administrative support to the insurance agent
Assist with client follow-ups appointment scheduling and policy documentation
Handle inbound and outbound calls with professionalism and clarity
Maintain accurate records and update client information in CRM systems
Support Medicare-related tasks such as application processing and client communication.
Ensure compliance with insurance and Medicare guidelines
Requirements
Qualifications:
Previous experience supporting an insurance agent (required)
Experience working with a Medicare agent (strongly preferred)
Tech-savvy and comfortable learning new systems and software
Pleasant professional phone voice and strong communication skills
Highly detail-oriented with strong organizational skills
Ability to multitask and manage deadlines
What Were Looking For:
A proactive and dependable team player
Someone who can work independently with minimal supervision
Strong work ethic and commitment to accuracy
If you have insurance support experience and are looking for a stable remote opportunity with a growing team wed love to hear from you.
Company Industry
IT Services and IT Consulting
Key Skills
- Sales Experience
- Time Management
- Marketing
- Customer Service
- Communication skills
- Retail Sales
- Business Management
- Outside Sales
- Telemarketing
- Insurance Sales
- Medicare
- Phone Etiquette
