Virtual Personal Assistant
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Job Location:
Colorado Springs, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
We are seeking a highly organized detail-oriented and proactive Virtual Personal Assistant to support our insurance team remotely. The ideal candidate will assist with administrative tasks client communication policy management support and day-to-day operations to ensure smooth business workflow.
This role requires strong communication skills confidentiality and the ability to manage multiple tasks efficiently in a fast-paced insurance environment.
Key Responsibilities:
- Manage calendars schedule appointments and coordinate meetings
- Handle emails phone calls and client inquiries professionally
- Prepare reports presentations and documents
- Maintain digital filing systems and databases
- Assist clients with basic policy inquiries and appointment scheduling
- Prepare and process insurance applications and documentation
- Follow up on policy renewals claims and payments
- Maintain accurate client records in CRM systems
- Send reminders for policy renewals and outstanding documents
- Support lead generation and follow-up communications
- Manage social media scheduling (if required)
- Assist in preparing marketing materials and email campaigns
- Ensure all client data is handled confidentially
- Maintain compliance with insurance regulations and company policies
Qualifications:
- Proven experience as a Virtual Assistant or Administrative Assistant
- Knowledge of insurance products (life health auto home etc.) is a plus
- Proficiency in Microsoft Office Google Workspace and CRM systems
- Excellent written and verbal communication skills
- Strong organizational and time-management abilities
- Ability to work independently and meet deadlines
- High-speed internet connection and reliable computer setup
Key Skills
- Senior Care
- Time Management
- Google Docs
- Hoyer Lift
- QuickBooks
- Infection Control Training
- Caregiving
- Office Experience
- Personal Assistant Experience
- Home Care
- Alzheimers Care
- Administrative Experience
