Insurance Agent Virtual Assistant

Key Responsibilities:

• Provide day-to-day administrative and client 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, including 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)

• Strong understanding of Medicare plans, enrollment processes, and compliance standards

• Tech-savvy and comfortable learning new systems and software

• Pleasant, professional phone voice with excellent communication skills

• Highly detail-oriented with strong organizational abilities

• Ability to multitask and manage deadlines effectively

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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

• A professional who values client experience and confidentiality

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If you have insurance support experience and are looking for a remote role where your expertise in Medicare truly makes an impact, we’d love to connect with you.

Apply today and tell us about your Medicare experience!