Job Description

We are seeking a proactive, highly organized and professional Virtual Assistant to support the daily operations of a growing insurance agency. This role is essential to keep processes running smoothly, ensure timely customer follow-up, and support the sales team.

Key Responsibilities:
* Respond incoming calls, messages and emails from clients clearly and professionally.
* Performs administrative tasks related to the policy service, including data updates, tracking, and accurate data entry.
* Provide timely follow-up to customer email requests and required documentation.
* Prepare and update EOIs (Evidence of Insurance) and COIs (Certificates of Insurance) for clients, banks and third parties.
* Coordinate with banks and mortgage companies regarding payments and documentation.
* Follow up with clients on missing procedures or pending actions.
* Provide non-binding policy status updates and reminders.
* Upload, organize and maintain documents in CRM systems, operator portals and shared folders.
* Support the agency producer with daily tasks, reminders, follow-ups and file updates to keep the sales pipeline moving.
* Performs data entry into internal databases and maintains administrative systems.
* Assist with basic social media tasks, including posting and organizing content on Facebook and Instagram.

Requirements:
* Previous experience in insurance, real estate, mortgages, banking or a similar administrative role.
* Strong verbal and written communication skills.
* Advanced English is required.
* Bilingual English/Spanish is a great advantage.
* Proficiency in Microsoft Office and Google Workspace.
*Experience in using CRM systems and administrative platforms.
* Highly organized, detail-oriented and able to work independently.
* Trustworthy and capable of handling confidential information.
*Familiarity with AI tools is considered an advantage.

Profile of the ideal candidate:
* Structured, reliable and service-oriented professional.
* Able to manage multiple tasks and work efficiently under pressure.
* Proactive with strong follow-up skills.
* Interested in administrative and operational tasks within the insurance industry.

What we offer:
* 100% remote work.
* Stable position in a fast-paced, collaborative environment.

If you have management experience, are interested in the insurance industry, and are looking for a remote position where your organization and follow-through will have a real impact, we encourage you to apply!"