Job Description

We are looking for a proactive, highly organized, and professional Virtual Assistant to support the daily operations of a growing insurance agency. This role is essential to keeping processes running smoothly, ensuring timely client follow-ups, and supporting the sales team.

Key Responsibilities:
* Answer incoming calls, messages, and emails from clients in a clear and professional manner.
* Perform administrative tasks related to policy servicing, including data updates, follow-ups, and accurate data entry.
* Provide timely follow-up on client 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 paperwork or pending actions.
* Provide non-binding policy status updates and reminders.
* Upload, organize, and maintain documents in CRM systems, carrier portals, and shared folders.
* Support the Agency Producer with daily tasks, reminders, follow-ups, and file updates to keep the sales pipeline moving.
* Perform data entry into internal databases and maintain administrative systems.
* Assist with basic social media tasks, including posting and organizing content on Facebook and Instagram.

Requirements:
* Previous experience in insurance, real estate, mortgage, banking, or a similar administrative role.
* Strong written and verbal communication skills.
* Advanced English required.
* Bilingual English/Spanish is a strong plus.
* Proficiency in Microsoft Office and Google Workspace.
* Experience 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 a plus.


Ideal Candidate Profile:
* 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 work within the insurance industry.


What We Offer:
* 100% remote work.
* Stable position in a collaborative and fast-paced environmen

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