Part-Time Virtual Assistant for Insurance Agency (Lead Tracking, Quote Support, Admin)

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TYPE OF WORK

Part Time

WAGE / SALARY

$4-6/hour depending on experience

HOURS PER WEEK

20

DATE UPDATED

Mar 12, 2026

JOB OVERVIEW

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 email or intake forms
- Entering leads into Trello (CRM board)
- Tracking quote progress and follow-ups
- Sending email follow-ups using templates
- 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!

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