Insurance Agent Virtual Assistant

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 We’re 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, we’d love to hear from you.