Insurance Agent Virtual Assistant

This is a remote position. We are seeking a reliable and detail-oriented Insurance Agent Virtual Assistant to provide administrative and client support to a busy insurance professional. Experience supporting an insurance agent is required, and prior experience working with a Medicare agent is highly preferred. This role is ideal for someone who is organized, tech-savvy, and confident speaking with clients over the phone. Key Responsibilities: Provide day-to-day administrative support to the insurance agent Assist with client follow-ups, appointment scheduling, and policy documentation Handle inbound and outbound calls with professionalism and clarity Maintain accurate records and update client information in CRM systems Support Medicare-related tasks such as application processing and client communication. Ensure compliance with insurance and Medicare guidelines Requirements Qualifications: Previous experience supporting an insurance agent (required) Experience working with a Medicare ...