Virtual Assistant – Admin/Service Role (Health Insurance Agency)

We are a health insurance agency looking for a Virtual Assistant to handle admin and client service tasks.

Main Duties:

Answer and make phone calls to clients

Assist with simple service requests (ID cards, updates, scheduling, etc.)

Keep records updated in our system

Key Responsibilities:

Respond to client inquiries via phone, email, and chat in a professional manner

Process client service requests (policy changes, ID card requests, updates, etc.)

Maintain accurate records in our CRM and systems

Assist with appointment scheduling and follow-up tasks

Support agents with administrative duties as needed

Ensure confidentiality and compliance with insurance guidelines

Requirements:

Must have perfect English (spoken and written)

Comfortable on the phone with clients

Reliable internet connection and quiet work environment

Organized and detail-oriented