Top-Tier Admin Assistant | U.S. Insurance Firm | Full-Time & Long-Term

We are an insurance advisory firm that specializes in helping clients navigate Medicare and retirement benefits. As we continue to expand, we’re looking for a rockstar Admin Assistant to help power our day-to-day operations behind the scenes. We’re hiring a Virtual Admin Assistant to handle a wide range of administrative and communication tasks—everything that keeps the business running smoothly (except sales!).

This role is perfect for someone who is independent, sharp, tech-savvy, and ready to take initiative. You’ll be responsible for managing client follow-ups, data entry, scheduling, document organization, CRM updates, and outbound communications via email, SMS, and phone. Harnessing creative energy, you will need to help with creating external facing documents, presentations and communication automation workflows. We’re looking for someone long-term who will grow with the company.

Required Technical Skills & Experience
- At least 1 year of experience in a virtual assistant or admin support role
- Strong written communication for client emails and task documentation
- Comfort using CRMs or database tools
- Familiarity with making and receiving business calls professionally

Desired Technical Skills & Experience (Preferred but not required)
- Experience using GoHighLevel CRM
- Experience using AgencyBloc or other insurance platforms
- Background working in insurance, healthcare, or financial services

Soft Skills We’re Looking For
- Self-starter with a hunger to learn
- Proactive and solutions-oriented
- Highly reliable and meets deadlines
- Excellent written and spoken English
- Attention to detail and professionalism

Basic Skills Required
- Google Docs, Sheets, and Slides
- MS Word, Excel, and PowerPoint (basic functions)
- Outlook, Outlook Calendar, and Zoom

Detailed Responsibilities
- Responding to client emails, texts, and voicemails (non-sales)
- Scheduling appointments and sending reminders
- Logging client activity into CRM tools (GoHighLevel, AgencyBloc, etc.)
- Updating and organizing digital client records and documents
- Creating follow-up task lists and project status updates
- Coordinating internal calendar and managing back-office operations
- Researching information and documenting processes when needed

This is a full-time position Monday through Friday, Mainly working 9am - 5pm CST but work is flexible.
You’ll qualify for 3 vacation leaves and 3 sick leaves after the 6 month probation period.
We honor most Filipino holidays

Perks & Benefits
- 13th-month pay (pro-rated based on start date)
- Paid Philippine holidays after 6 months
- Long-term role with a growing U.S. company
- Bonuses for outstanding performance
- Collaborative and respectful team culture
- Training and support to help you grow

Trainings Provided
- CRM usage and workflow (GoHighLevel, AgencyBloc if applicable)
- Internal communication and file management processes
- Insurance industry background (Medicare, client lifecycle)
- Ongoing process training and SOP documentation

If this sounds like you, share any relevant tools or platforms you've used (GoHighLevel, AgencyBloc, etc.) and / or any relevant experience when applying.