Virtual Admin Assistant (Insurance Business – Client Facing)

Compensation: $5/hour (20 hours per week) + Monthly Bonus Based on Production
Schedule: Flexible, but must overlap with U.S. time zones (EST).
Type: Part-time (with potential to expand to full-time)

About the Role

I run a growing life insurance agency in the U.S. and I’m looking for a reliable, detail-oriented Virtual Admin Assistant to work directly with me.

This is a client-facing role, which means you’ll be handling communication with my clients through calls, text, email, and voicemail drops. My goal is to free up time to focus on appointments and serving families, and I need someone I can trust to keep the back office running smoothly. Also, I am a man of God who wants my business to bring glory to Him, so an assistant who loves God would be amazing.

Responsibilities

* Manage appointments: send confirmations, reminders, and reschedule when needed.

* Handle client follow-up: send thank-you notes, request documents, and follow up on next steps.

* Keep my CRM organized: enter and tag leads, update notes, and move prospects through stages.

* Track applications and policies: check carrier portals, update case status, and keep records current.

* Prepare weekly reports on leads, appointments, applications, and commissions.

* Support with light recruiting tasks (posting ads, scheduling interviews).

* Assist with content and admin tasks: simple Canva edits, posting prewritten updates, and keeping files organized.

* Research medications, carrier requirements, or other client-related info when needed.

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Skills & Qualifications

* Excellent written and spoken English (must sound professional and friendly with clients).

* Strong organizational skills and attention to detail.

* Comfortable with CRMs, Google Workspace, and online tools.

* Ability to follow scripts/templates and represent me professionally.

* Proactive communicator who updates me without being chased.

Bonus: prior experience in insurance or financial services.

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Compensation & Perks

* $5/hour for appx 20 hours per week.

* Flexible work schedule with overlap in U.S. business hours.

* Monthly performance bonus based on agency production.

* Opportunity to grow into a full-time role with more responsibility.

* Long-term position — I’m looking for someone who wants stability and to grow with me.


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How to Apply

* Send me your updated resume.

* Write a cover letter telling me why you’d be a great fit.

* Include the word “Overflow” in your subject line so I know you read this carefully.

*Record a short (1–2 min) voice introduction so I can hear your English fluency.

Looking forward to an amazing relationship ahead!