Virtual Insurance Support Specialist

Virtual Insurance Support Specialist | Join a High Growth NY Agency

Are you looking for more than just another VA gig?

This isn’t data entry in a vacuum or another repetitive task list. At Sound Harbor Insurance, you’ll become a key part of a modern, fast moving U.S. insurance agency that values systems, growth, and excellence.

You’ll be empowered with clear processes, supportive leadership, and the ability to make a real impact every single day.
We’re not looking for a robot, we're looking for a reliable, detail oriented tea ---------- mber who’s ready to grow.

About This Role:
We’re hiring a Virtual Insurance Support Specialist to help us streamline back office operations and client servicing.
You’ll handle critical behind the scenes tasks that keep our agency running smoothly from saving policy documents to making basic changes inside client accounts. You’ll be trusted with real responsibility and treated like a valuable member of the team.

Our Values:

At Sound Harbor Insurance, we live by three key principles:

1. Clarity over chaos: We use tools, training, and workflows to stay organized and efficient.
2. Extreme ownership: We trust our team to take initiative and solve problems.
3. Kindness + Candor: We communicate clearly and respectfully with each other and our clients.

If these values resonate with you, you’ll fit right in.

What You’ll Be Doing:
- Upload policy documents and organize files in Google Drive and our agency system
- Make basic changes to insurance policies (change effective dates, update mortgage details, upload forms, etc.)
- Create and update weekly spreadsheets and reports
- Generate binders and ID cards
- Help with client service tasks like resending docs, confirming details, and supporting the team with renewals

This role is structured and trainable. We’ll teach you everything you need. But attention to detail and follow through are non negotiables.

You’ll Thrive In This Role If You:
- Have solid English communication skills
- Are comfortable working U.S. Eastern Time hours
- Are extremely organized and detail oriented
- Know how to navigate Google Drive, Gmail, and online portals
- Have experience as a VA in insurance or a similar industry (bonus but not required)

The Details:
- Type: Full-Time (Work from home)
- Hours: 9 AM – 5 PM EST (Night shift PH time)
- Pay: Competitive salary based on experience, paid bi-weekly via Remitly
- Growth: We promote from within. If you’re great, we’ll invest in your growth.

How to Apply:


Email me a short intro video (5 mins or less) telling us:

- Why this role caught your eye
- One skill or experience you have that would help you succeed here
- Your favorite productivity tip or software tool
- Attach your resume

This isn’t just a job. It’s a chance to be part of something meaningful.

If that excites you, apply now.