Role overview

Qualifications

Experience using CRM systems (e.g., Wealthbox, HubSpot, Salesforce, Zoho, etc.)
Previous experience in life insurance, group benefits, or a financial services environment
Working knowledge of compliance requirements in insurance or similar regulated industries
Excellent written and verbal communication skills

Responsibilities

CRM Workflow Management: Maintain and update CRM records, track application statuses and set automated follow-up reminders, generate summaries and reports, and ensure client notes and communications are documented for compliance
Client Administrative Support: Schedule meetings, manage email correspondence, prepare and send client documents and follow-up communications, assist with onboarding clients, and follow up on outstanding information
Insurance Case Support: Prepare and submit life insurance and group benefits applications, communicate with insurance providers regarding requirements, and maintain organized client files for easy retrieval and audit readiness
Compliance Assistance: Ensure documentation is properly collected and securely stored per regulations, track compliance deadlines, assist in audits or internal reviews, and stay updated on changes to compliance protocols

Key facts

Remote from: Anywhere
Full time
Virtual Assistant
English

Hard skills

Group Insurance Compliance Management Insurance Follow-Up Report Generators Email Management Google Workspace Insurance Regulatory Law Email Marketing Business Development Online Communication Organizational Structure Business Communication

Other skills

Microsoft Office
Client Confidentiality
Non-Verbal Communication
Detail Oriented
Time Management
Multitasking
Digital Literacy

About the company

Easy Outsource

As a business owner, there comes a time when you’re faced with a chicken or egg situation.Your business is growing fast, so your need for talent is increasing. But finding, training, and managing new people requires time.Time you don’t have, because you’re busy with the onslaught of new work.So you try to hire more but your team can’t find people you need fast enough.Worst of all… you’ve tried delegating & even outsourcing before and it didn’t work. It’s hard to find people to mesh with your team, and it’s even harder to manage them remotely.As an outsourcing company, our goal isn’t just to find you workers. We’ll find you that perfect match.Because unlike other outsourcing companies, Recruitment is in our DNA. With a combined 47 years of experience recruiting for finance, tech, marketing, SaaS, & the healthcare sector, EasyOutsource partners with fast-growing companies to provide diverse, & top-notch talent not just in North America but worldwide.Our easy Triple-C formula of Caliber talent, Client-focused approach, & Cost-effective service solves the hassle of finding talented remote workers.So if you want to> Hire at scale, while keeping costs low> Find specialized skills too expensive in your area> Stay innovative with a diverse team> Find remote workers sans the challenges of managing themApply for a consultation with one of our talent experts:https://www.easy-outsource.com/Let’s see if we’re a good fit. We’ll ask questions about your business — your goals, challenges, & hiring requirements.Our experts will explain our criteria in matching offshore talent with different businesses, & answer questions you may have. The goal is to understand your goals and management style to see if we can collaborate.After that, they’ll go back to our team with your requested talent profile so we can start sourcing a candidate.If you’re ready for new team members at half the cost (& headaches), let’s talk https://www.easy-outsource.com/

Company details

Company typeStartup

Company size11 - 50

Links

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Job description

This is a remote position.

About the Role:

We are seeking a highly organized and tech-savvy Virtual Assistant to support a busy life insurance and group benefits brokerage. This role involves handling administrative tasks, client communication, CRM management, and assisting with compliance-related responsibilities. The ideal candidate has strong attention to detail, excellent communication skills, and experience using CRM systems in a regulated environment such as insurance or financial services.

Requirements

Key Responsibilities:

CRM & Workflow Management

Maintain and update CRM records (e.g., client details, policy information, task tracking)
Track application statuses and set automated follow-up reminders
Generate summaries and reports using CRM data
Ensure all client notes and communications are documented accurately for compliance purposes

Client & Administrative Support

Schedule meetings and manage email correspondence
Prepare and send client documents, applications, and follow-up communications
Assist with onboarding clients (sending forms, gathering identification, and other documentation)
Follow up with clients on outstanding information or requirements

Insurance Case Support

Assist with preparing and submitting life insurance and group benefits applications
Communicate with insurance providers regarding application requirements or missing information
Maintain and organize client files and documents for easy retrieval and audit readiness

Compliance Assistance

Ensure all documentation is properly collected, completed, and securely stored in accordance with industry regulations
Help track compliance deadlines (e.g., annual reviews, disclosures)
Assist in preparing documentation for audits or internal reviews
Stay up to date on changes to documentation or compliance protocols as directed

Optional Tasks (Depending on Skills & Experience)

Support newsletter drafting, social media scheduling, or email marketing
Conduct basic market research or prepare quote comparisons
Assist with special projects and business development initiatives

Qualifications:

Experience using CRM systems (e.g., Wealthbox, HubSpot, Salesforce, Zoho, etc.) is required
Previous experience in life insurance, group benefits, or a financial services environment is strongly preferred
Working knowledge of compliance requirements in insurance or similar regulated industries
Excellent written and verbal communication skills
Strong attention to detail, organization, and ability to manage multiple priorities
Proficiency with Microsoft Office, Google Workspace, and eSignature tools

Preferred:

Familiarity with Canadian insurance regulations and client confidentiality requirements
Experience managing compliance-related documentation
Availability during Canadian business hours or partial overlap

Salary: PHP 35,000 - PHP 45,000