Experienced Virtual Assistant – Customer Service, Admin & Bookkeeping

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: TYPE OF WORK

Full Time

: SALARY

45,000 - 55,000

: HOURS PER WEEK

40

: DATE UPDATED

Aug 12, 2026

JOB OVERVIEW

Experienced Virtual Assistant – Customer Service, Admin & Bookkeeping

We are a growing U.S.-based insurance agency looking for an experienced Virtual Assistant to join our team full-time and long-term.

Insurance experience is NOT required. We will train the right person.

We are looking for someone who is organized, dependable, communicates extremely well in English, and takes ownership of their work. You should be comfortable speaking with U.S. clients by phone and handling multiple tasks without constant supervision.

Schedule: 8:00 AM–5:00 PM U.S. Pacific TimeImportant: This is an overnight position in the Philippines.

What You'll Do
Communicate with clients by phone, email, and text
Schedule appointments and follow up with clients
Assist with applications, billing questions, renewals, and service requests
Contact insurance companies to help resolve client issues
Keep client information and notes organized in our CRM
Track open tasks and follow through until they are completed
Assist with bookkeeping, commission tracking, Excel spreadsheets, and reports
Help with general administrative tasks

English & Communication Requirements
Advanced English proficiency (C2 / near-native level) is required.
This is a client-facing position. You will regularly speak with U.S. clients and insurance companies by phone, email, and text.

You must have:
Exceptional spoken and written English
Clear, professional, and natural English communication
Strong listening and comprehension skills
Confidence speaking with U.S. clients by phone
Ability to explain information clearly and professionally
Ability to understand clients with different speaking styles and accents
Please do not apply if you are not comfortable conducting professional phone conversations entirely in English.
Your English communication will be evaluated during the application and interview process.

What We're Looking For
Previous Virtual Assistant, administrative, or customer service experience
CRM experience
Excellent spoken and written English
Comfortable speaking with U.S. clients by phone
Bookkeeping/accounting experience
Good Microsoft Excel skills
Strong attention to detail
Excellent organization and follow-through
Ability to learn new systems quickly
Ability to work independently and solve problems
Interested in a stable, long-term position

Bonus Skills
These are helpful but not required:
U.S. insurance experience
Canva or social media
ChatGPT or other AI tools
GoHighLevel, Calendly, or AgencyBloc
Spanish

Work-From-Home Requirements
Reliable high-speed internet
Backup internet connection
Backup plan for power interruptions
Reliable computer
Dual monitors
Professional headset and webcam
Quiet workspace for client calls

How to Apply
Please start your application with the words “Client First.”

Then tell us:
A little about yourself and your previous VA experience
Your customer service and administrative experience
Your bookkeeping/accounting and Excel experience
Whether you are comfortable speaking with clients by phone
Your desired monthly salary in PHP
Confirm that you can work 8:00 AM–5:00 PM U.S. Pacific Time

Short Video Introduction
Please include a 1–2 minute video introducing yourself and telling us why you would be a good fit for this position.

Please speak naturally. Do not use AI-generated or altered audio/video. We want to hear your natural English and get a sense of how you would communicate with our clients.

If you speak Spanish, please also say a few sentences in Spanish.

We're looking for someone who wants to become a long-term member of our team and grow with us.

We look forward to meeting you!

SKILL REQUIREMENT

Bookkeeping Customer Service Administrative Support

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Experienced Virtual Assistant – Customer Service, Admin & Bookkeeping

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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