Sales & Quoting Virtual Assistant – Insurance

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: TYPE OF WORK

Full Time

: SALARY

Competitive hourly rate

: HOURS PER WEEK

40

: DATE UPDATED

Sep 28, 2026

JOB OVERVIEW

About the Role

Agency is looking for an experienced, motivated Sales & Quoting Virtual Assistant to join our growing insurance agency.

We are looking for someone who is comfortable speaking with customers, making outbound calls, gathering information, preparing insurance quotes, following up with prospects, and helping move qualified customers toward completing a purchase.

This is not a basic administrative VA position. The ideal candidate has hands-on experience in sales, customer service, insurance quoting, lead follow-up, or a similar phone-based sales environment.

Key Responsibilities
Make outbound calls to new and existing leads
Respond promptly to inbound leads and customer inquiries
Speak with prospects to understand their insurance needs
Gather accurate customer information required for quoting
Prepare and present auto, home, business, and life insurance quotes as applicable
Explain coverage options, pricing, deductibles, and basic policy features clearly
Follow up with customers who have received quotes
Maintain consistent follow-up through phone calls, texts, and emails
Schedule appointments for customers who need to speak with a licensed agent
Identify sales opportunities and qualified prospects
Update customer and lead information in the CRM
Keep detailed notes on conversations and follow-up activity
Re-engage previous leads and customers
Work toward daily calling, quoting, follow-up, and appointment goals
Provide a professional, friendly, and customer-focused experience
What We're Looking For

Required:

Previous experience in sales, insurance, quoting, customer service, or a similar role
Comfortable making a high volume of outbound calls
Experience speaking with customers by phone
Strong communication and listening skills
Ability to ask questions and identify customer needs
Comfortable working with quotes and pricing
Strong follow-up skills
Organized and able to manage multiple leads at once
Comfortable using CRM systems and computer applications
Reliable internet connection and professional work environment
Ability to work independently and meet daily performance expectations
Preferred Experience

Experience with any of the following is a plus:

Insurance sales or insurance quoting
Auto or homeowners insurance
Commercial/business insurance
Life insurance
Lead generation
Inside sales
Call center sales
AgencyZoom or other CRM systems
Comparative insurance quoting systems
Performance Expectations

The right person should be comfortable with measurable daily activity, including:

Outbound calls
Inbound lead response
Quotes completed
Quote follow-ups
Appointments scheduled
Sales opportunities identified
CRM updates and documentation

We are looking for someone who doesn't simply make calls—we want someone who can have a conversation, understand the customer's needs, provide the right information, follow up consistently, and help create opportunities for the agency.

Ideal Candidate

You are a good fit if you:

Enjoy talking to people
Are confident on the phone
Don't get discouraged by rejection
Know how to build rapport quickly
Are comfortable asking for the sale or next step
Take ownership of your follow-ups
Are organized and self-motivated
Can work toward clear performance goals
Understand that speed, consistency, and follow-up are critical in sales

Compensation

Competitive hourly rate

How to Apply

Please submit your resume and briefly answer the following:

How many years of sales or customer service experience do you have?
Do you have experience quoting insurance? If so, what types?
Approximately how many outbound calls have you made per day in a previous role?
What CRM or quoting systems have you used?
Tell us about your experience following up with leads and converting quotes into customers.
What makes you effective on the phone?

Please only apply if you are comfortable making outbound calls, speaking directly with customers, quoting, and following up consistently.

SKILL REQUIREMENT

Car Insurance Home Insurance Insurance Verification

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Sales & Quoting Virtual Assistant – Insurance

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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