Easy Outsource
This is a remote position.
About the Role:
We are seeking a highly organized and tech-savvyVirtual Assistantto support a busy life insurance and group benefits brokerage. This role involves handling administrative tasks, client communication, CRM management, and assisting withcompliance-related responsibilities. The ideal candidate has strong attention to detail, excellent communication skills, andexperience using CRM systemsin 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.) isrequired
- Previous experience in life insurance, group benefits, or a financial services environment isstrongly preferred
- Working knowledge ofcompliance requirementsin 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
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
About this role & career path
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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