Insurance Virtual Assistant – Case Management, Appointment Setting & Client Follow-Up

We are seeking dependable, professional, and highly motivated Virtual Assistants to support insurance agents throughout the United States.

This is a long-term position for someone who communicates clearly, stays organized, follows through consistently, and is comfortable speaking with insurance companies, clients, prospects, and existing policyholders by telephone, email, and text.

Insurance experience is strongly preferred. We will give the highest priority and consideration to applicants who have previously worked in the insurance industry or directly supported an insurance agent. However, insurance experience is not mandatory. We will also consider exceptional candidates with strong administrative, customer-service, sales, appointment-setting, or case-management experience who are willing and able to learn the insurance business.

PRIMARY RESPONSIBILITIES

Insurance Case Management

Help insurance agents move applications through the underwriting process
Communicate with insurance companies regarding outstanding requirements and application status
Follow up with clients to obtain documents, signatures, medical information, or other necessary items
Coordinate communication between agents, clients, insurance carriers, and other parties
Maintain accurate records and follow-up schedules
Identify delays or outstanding requirements and take the initiative to keep cases moving forward
Help facilitate the successful approval, placement, and completion of insurance policies

Appointment Setting and Lead Follow-Up

Contact warm leads and schedule appointments for insurance agents
Call older or inactive leads to determine whether they are still interested
Follow up with consumers who missed appointments or requested to reschedule
Confirm upcoming appointments and reduce cancellations and no-shows
Conduct various outbound calling campaigns designed to generate new business
Accurately document every call, conversation, appointment, and follow-up activity

Existing Client and Referral Outreach

Contact existing clients to maintain relationships
Ask satisfied clients for referrals and introductions
Follow up with clients regarding service needs and policy-related matters
Help agents remain connected with their existing book of business

Administrative Support

Manage calendars, email, data entry, and client records
Update CRM and case-management systems
Prepare and organize documents
Track deadlines, appointments, and outstanding tasks
Complete other traditional administrative duties as assigned

WHO WE ARE LOOKING FOR

The ideal candidate will have:

Excellent spoken and written English
A professional, warm, and confident telephone presence
Strong organizational and follow-up skills
Comfort making both warm and cold outbound calls
The ability to communicate professionally with clients and insurance companies
Strong attention to detail
The ability to manage multiple cases and priorities without losing track of deadlines
A dependable computer, quality headset, reliable high-speed internet, and a quiet workspace
The ability to work independently while remaining accountable and responsive
A positive attitude and willingness to learn

Previous experience in life insurance, health insurance, long-term care insurance, annuities, underwriting, policy servicing, insurance case management, appointment setting, telemarketing, or supporting an insurance agent will receive priority consideration—but it is not required.

SCHEDULE AND COMPENSATION

Compensation: $500 USD per month, flat rate
Work arrangement: Remote
Candidates must be available to work schedules aligned with U.S. business hours
Available positions may serve agents in different U.S. time zones, including Eastern, Central, Mountain, and Pacific Time
Your assigned schedule will be discussed before hiring
This is intended to be a stable, long-term opportunity for the right person

IMPORTANT

This position involves regular telephone communication and outbound calling. Please do not apply if you are uncomfortable making calls, speaking with clients, following up repeatedly, or asking existing clients for referrals.

HOW TO APPLY

Please submit the following:

Your updated résumé
A brief explanation of any insurance, case-management, administrative, customer-service, sales, or appointment-setting experience
A short voice recording introducing yourself and explaining why you would be a strong fit for this position
The U.S. time zones and working hours you can accommodate
Details about your computer, internet connection, backup internet, and backup power
The words “Insurance VA” in the subject line of your application

In your application, please also answer this question:

A client’s insurance application has been delayed because the insurance company is waiting for an outstanding requirement. What steps would you take to help move the case forward?

Applications that do not follow these instructions may not be considered. We look forward to hearing from candidates who are dependable, professional, proactive, and interested in building a long-term career supporting insurance professionals.