Virtual Assistant – Insurance Agency (Customer Service & Operations Support)

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: TYPE OF WORK

Full Time

: SALARY

$5.50 - $12 (based on experience)

: HOURS PER WEEK

40

: DATE UPDATED

Apr 11, 2026

JOB OVERVIEW

Job Overview

Blue Insurance Group is a fast-growing, community-focused insurance agency based in Florida. We are looking for a reliable, detail-oriented Virtual Assistant to support our daily operations, client communication, and back-office processes.

Our mission is simple: “Making Insurance Make Sense.” We’re not just selling policies—we’re building relationships and protecting families.

We’re looking for someone who is professional, proactive, and takes pride in delivering excellent service.

Key Responsibilities

Client Communication
Follow up with leads (calls, texts, emails)
Assist with quote intake and gathering client information
Send reminders for renewals, payments, and documents
Handle inbound inquiries and route accordingly

Administrative Support
Data entry into CRM (QQ Catalyst or similar)
Update client records and policy information
Prepare and send documents/forms
Manage inbox and calendar scheduling

Sales Support
Assist with quoting
Follow up on warm leads and pending quotes
Help with cross-sell opportunities (home, auto, life)

Marketing Support
Assist with social media posting (scripts provided)
Help manage email campaigns and follow-ups
Support lead tracking and reporting

Requirements

Must-Have Skills
Excellent English communication (written & verbal)
Strong attention to detail
Organized and able to manage multiple tasks
Tech-savvy (comfortable with CRMs, email, Google Workspace)

Preferred Experience

Insurance experience (Property & Casualty or Life) HIGHLY preferred
Experience with CRMs (especially QQ Catalyst & Agency Zoom)
Experience working with U.S.-based businesses
Customer service or call center experience

Work Schedule

Full-Time (40 hours/week)
Must be available during U.S. Eastern Time (9AM–5PM EST)

Compensation

Competitive (based on experience)
Performance bonuses available based on production and quality

What We’re Looking For (Culture Fit)

At Blue Insurance Group, we value:

Professionalism with personality
Reliability (we need someone we can count on daily)
Strong communication
A problem-solver mindset
Someone who cares about helping people—not just completing tasks

Growth Opportunity

This is not just a job—we are looking for someone long-term who can grow with the agency.

How to Apply

To be considered, please follow these steps:

Submit your resume
Record a short video (1–2 minutes) answering:
Tell us about your experience
Why you would be a good fit for this role
Include the word “BLUE” in your application subject line
Bonus: Share any experience with insurance or CRMs

If you are organized, dependable, and want to be part of a growing company that values people and community, we’d love to hear from you.

Blue Insurance Group
“Covering What Matters, Your Way.”

SKILL REQUIREMENT

Car Insurance Home Insurance English Proficiency

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Virtual Assistant – Insurance Agency (Customer Service & Operations Support)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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