Insurance CRM APPOINTMENT SETTER/ VA

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TYPE OF WORK

Full Time

SALARY

200

HOURS PER WEEK

40

DATE UPDATED

Aug 28, 2026

JOB OVERVIEW

CRM Virtual Assistant

We are looking for a reliable, organized, and detail-oriented CRM Virtual Assistant to help manage our leads, maintain accurate customer records, and ensure timely follow-up throughout our sales process.

This position is ideal for someone who is comfortable working independently, communicates clearly, and has previous experience using CRM software. Experience supporting an insurance agency or sales team is strongly preferred.

Responsibilities
Enter, update, and organize leads in our CRM
Maintain accurate contact information, notes, tags, and lead statuses
Assign leads and tasks to the appropriate sales agents
Monitor the CRM to ensure leads are contacted promptly
Follow up with leads by text, email, or phone when instructed
Schedule appointments and update calendars
Identify duplicate, incomplete, or outdated records
Track outstanding documents and customer information
Create basic reports on lead activity, appointments, and conversions
Help build and maintain CRM workflows, automations, and campaigns
Communicate important updates to management and the sales team
Protect confidential customer and company information
Requirements
Previous experience working with a CRM
Strong written and spoken English
Excellent attention to detail and organizational skills
Comfortable working with spreadsheets, email, and online tools
Reliable computer and high-speed internet connection
Ability to follow written processes and meet deadlines
Professional communication and problem-solving skills
Ability to work during U.S. business hours
Insurance or sales-support experience is preferred

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