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 c...