Part-Time Life & Health Insurance Virtual Assistant

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: TYPE OF WORK

Part Time

: SALARY

TBD

: HOURS PER WEEK

20

: DATE UPDATED

Aug 14, 2026

JOB OVERVIEW

Part-Time Life & Health Insurance with Admin Background Virtual Assistant

We are looking for a highly organized and detail-oriented Part-Time Life & Health Insurance Virtual Assistant to support a U.S.-based insurance agency. This role is ideal for someone with strong administrative skills, excellent Excel abilities, and hands-on experience working with the U.S. Life & Health insurance industry.

The position will initially be part-time, with the potential to transition to full-time based on workload, performance, and the candidate’s ability to take on additional administrative responsibilities.

Position Responsibilities

The selected candidate will provide administrative and insurance-related support, including:

Handle day-to-day administrative tasks and provide general support to the insurance team
Maintain and organize spreadsheets, reports, and client information
Perform data entry and ensure information is accurate and up to date
Manage email correspondence, follow-ups, and documentation
Assist with producer and account management activities
Support client and policy-related administrative tasks
Assist with applications, forms, renewals, and other insurance documentation
Follow up with carriers, clients, and other parties as needed
Research and gather Life & Health insurance information
Maintain organized records and files
Assist with other administrative and insurance-related tasks as assigned
Learn and efficiently use the agency’s systems, processes, and workflows
Required Qualifications
Experience working with U.S. Life & Health insurance
Strong understanding of U.S. Life & Health insurance processes and terminology
Excellent administrative and organizational skills
Advanced or strong Excel skills, including working with spreadsheets, sorting/filtering data, formatting, and maintaining accurate records
Excellent written and verbal English communication skills
Strong email communication and follow-up abilities
High attention to detail and accuracy
Ability to manage multiple tasks and prioritize work effectively
Comfortable working independently and meeting deadlines
Strong computer and technology skills
Ability to quickly learn new insurance platforms and software
Preferred Qualifications
Previous experience working with a U.S. insurance agency, brokerage, or benefits organization
Experience supporting commercial/group health and employer health accounts
Experience working with carriers such as Cigna and Blue Cross Blue Shield
Familiarity with Ease CRM
Familiarity with Emerson Rogers
Experience assisting insurance producers or account managers
Life & Health insurance license is a plus but not required
Ideal Candidate

We are looking for someone who is more than just an insurance VA. The ideal candidate should be exceptionally strong in administrative work, organization, Excel, data management, email communication, and follow-up, while also having practical experience with the U.S. Life & Health insurance industry.

You should be someone who can take ownership of administrative tasks, keep information organized, follow through on outstanding items, and help keep the insurance team running efficiently.

Position Details

Position: Part-Time Life & Health Insurance Virtual Assistant
Schedule: Part-Time
Potential: Opportunity to transition to Full-Time
Industry: U.S. Life & Health Insurance / Group & Employer Health
License: Not required
Work Arrangement: Remote

If you have strong administrative and Excel skills and real-world U.S. Life & Health insurance experience, we would love to hear from you.

Please submit your resume and include a brief summary of your Life & Health insurance experience, the insurance systems you have worked with, and your level of Excel proficiency.

SKILL REQUIREMENT

Insurance Medical Insurance Insurance Verification

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Part-Time Life & Health Insurance Virtual Assistant

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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