Part Time
$4-6/hour depending on experience
20
Mar 12, 2026
I own a small but growing insurance agency in California focused on homeowners and property
insurance. I'm looking for a reliable virtual assistant to help me stay organized, follow up with leads,
and prepare quote information.
Tasks Include:
- Collecting client info via
- Entering leads into Trello (CRM board)
- Tracking quote progress and follow-ups
- Sending
- Uploading documents to Google Drive
- Assisting with quoting in carrier portals (training provided)
Requirements:
- Excellent written English
- Detail-oriented and highly organized
- Comfortable with Google Sheets, Gmail, and Trello
- Fast learner who can follow SOPs and Loom videos
- Experience in insurance or real estate is a plus, but not required
Hours & Pay:
- 10-20 hours/week to start
- $4-6/hour depending on experience
- Raises and bonuses available based on performance
Opportunity:
- Long-term role with growth potential
- I'll provide step-by-step training and support
- You'll be helping a growing business serve clients better
To Apply:
Start your message with the word "QuotePro" so I know you read the full post.
Tell me about your experience with lead management or quoting. Bonus points if you've worked in
insurance or real estate!