Are You a Rockstar Admin VA? We Need You in Our Insurance Agency!

=====================================================
JOB TITLE: Are You a Rockstar Admin VA? We Need You in Our Insurance Agency!
=====================================================

TYPE OF WORK: Full-Time | 40 Hours/Week
LOCATION: Remote – Work from Home (Philippines)
SCHEDULE: Monday to Friday | 8:30 AM – 5:00 PM (US Time) | Fixed Hours
SALARY: $600 USD/month (~?33,600/month)

-----------------------------------------------------
ABOUT THE ROLE
-----------------------------------------------------

We are a US-based independent insurance agency looking for a highly organized, reliable Virtual Assistant to support our daily operations remotely. You will be the voice of our agency — handling inbound calls, managing client pipelines, and keeping our workflows running smoothly. Must have clear, neutral-accent English — this is a client-facing phone role and verbal communication is the #1 requirement.

This is a fast-paced, structured role that requires someone who can think on their feet, follow systems precisely, and adapt quickly. If you thrive in a busy environment and love staying organized, this role is for you. This role requires you to manage multiple tasks simultaneously — answering calls, updating the CRM, sending emails and texts, and running quotes, often all at the same time. You must be able to prioritize quickly and stay organized under pressure.

-----------------------------------------------------
YOUR DAILY RESPONSIBILITIES
------------------------------------------ ---------- . Answer and manage all incoming calls for your full 8-hour shift using a multi-line phone system — routing, transferring, and triaging calls professionally.

2. Send client emails and text messages on behalf of the agency with accuracy and professionalism.

3. Manage and update client pipelines and workflows inside our CRM — keeping records current and tasks prioritized.

4. Work within our Agency Management System (AMS) to support daily operations (full training will be provided).

5. Use our quoting software to run insurance quotes for auto, home, renters, and other lines as directed by the agency owner.

-----------------------------------------------------
REQUIRED SKILLS & EXPERIENCE
-----------------------------------------------------

To qualify for this position, you must have:

- Excellent verbal and written English — this is a phone-heavy role and non-negotiable
- Experience using a CRM or pipeline/workflow management tool
- Strong multitasking ability — you will be juggling calls, emails, texts, and system tasks simultaneously
- Proven ability to work independently in a structured, process-driven environment
- A reliable high-speed internet connection and a quiet, distraction-free home office

-----------------------------------------------------
WE'D LOVE IT IF YOU ALSO HAVE
-----------------------------------------------------

- Previous experience in insurance, financial services, or a call center environment
- Familiarity with multi-line VoIP phone systems
- Experience with quoting software or agency management systems

-----------------------------------------------------
THE RIGHT PERSON FOR THIS JOB IS
-----------------------------------------------------

We work in a fast-paced industry. You will go really far if you are:

- A fast learner who can absorb new tools and processes without hand-holding
- Calm and collected under pressure — this is a high-volume, real-time environment
- Detail-oriented and follows instructions to the letter
- A self-starter who takes initiative and flags problems proactively

-----------------------------------------------------
BASIC SKILLS REQUIRED
-----------------------------------------------------

In addition to having excellent English skills, you will need to be comfortable with the following tools. You don't need to be an expert in all of them, but you need to be at least familiar with most:

- Gmail and other email applications
- Google Docs, Google Sheets, Google Calendar
- Microsoft Word, Microsoft Excel
- Communications apps
- CRM or project management software (any platform)
- Time tracking software

-----------------------------------------------------
WORK SCHEDULE & HOLIDAYS
-----------------------------------------------------

- This is a full-time, long-term position
- Monday to Friday | 8:30 AM – 5:00 PM US Time | Fixed hours — you must be online and available for your entire shift
- US holidays observed

-----------------------------------------------------
SALARY
-----------------------------------------------------

$600 USD/month (~?33,600/month) for full-time work (40 hours per week)

-----------------------------------------------------
TRAINING PROVIDED
-----------------------------------------------------

Full training will be provided on our Agency Management System, CRM workflows, multi-line phone system, and quoting software. You do not need to arrive knowing every tool — but you do need to be a fast learner who takes training seriously.

-----------------------------------------------------
CAREER POTENTIAL
-----------------------------------------------------

This is a long-term role with room to grow as the agency expands. Dependable tea ---------- mbers who demonstrate strong performance will be considered for increased responsibilities and compensation reviews.

-----------------------------------------------------
HOW TO APPLY
-----------------------------------------------------

Send your application with your resume and a brief introduction about your relevant experience.

In your subject line, write exactly: "I'm Your Insurance VA"
Applications without this subject line will not be reviewed.

In your message, please answer the following:
1. What is your experience with phones or customer service?
2. Which CRM or management tools have you used before?

We look forward to hearing from you!