Virtual Assistant – Property & Casualty Insurance

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: TYPE OF WORK

Part Time

: SALARY

$660/month $5.5/hour

: HOURS PER WEEK

30

: DATE UPDATED

Oct 1, 2026

JOB OVERVIEW

Virtual Assistant – Insurance Office
Location: Philippines – Remote
Position: Part-Time Virtual Assistant
Schedule: Monday–Friday, 9:00 AM–6:00 PM Pacific Time
Compensation: $5.50/hour

About the Position
We are looking for a reliable, organized, and professional Virtual Assistant to join our insurance office and provide administrative and customer service support.

The ideal candidate is comfortable communicating with clients, handling confidential information, following up on tasks, updating records, and working independently. Previous experience working with an insurance agency, finance services company, commercial Insurance office, or other professional office is a plus.

You will work closely with our office team to help keep daily operations organized and ensure clients receive timely and professional service.

Responsibilities
Answer and respond to client emails, messages, and phone calls as directed

Make outbound calls to clients for follow-ups, reminders, and information requests

Schedule appointments and maintain calendars

Enter and update client information in our CRM and insurance systems

Assist with preparing insurance documents and applications

Follow up with clients regarding missing information or documents

Follow up with insurance carriers regarding pending requests, documents, and policy information

Organize digital files and maintain accurate client records

Assist with policy renewal follow-ups

Update spreadsheets and prepare basic reports

Help manage the office email inbox and route messages to the appropriate team member

Perform general administrative and data-entry tasks

Maintain strict confidentiality of client and company information

Complete other administrative tasks as assigned

Qualifications
Excellent written and spoken English, Spanish is a plus.

Strong attention to detail and accuracy

Good organizational and time-management skills

Professional and friendly communication style

Comfortable making phone calls to U.S. clients

Proficient with Google Workspace or Microsoft Office

Comfortable learning new software and computer systems

Reliable internet connection and a quiet home-office environment

Ability to work independently and meet deadlines

Previous virtual assistant or administrative experience preferred

Insurance industry experience is a strong plus

Preferred Experience
Experience with any of the following is a plus:

Insurance agency or insurance company

Property & Casualty insurance

Life insurance

Health insurance

Commercial insurance

CRM systems

Agency management systems

Customer service

Appointment setting

Data entry

Document management

Important
This position is primarily an administrative and customer-service support role. The VA will not be expected to provide insurance advice, make coverage recommendations, bind policies, or perform activities that require an insurance license unless specifically authorized and legally permitted.

Because we handle sensitive client information, confidentiality, professionalism, accuracy, and attention to detail are extremely important.

What We Are Looking For
We are looking for someone who is:

Dependable and punctual

Detail-oriented

A quick learner

Proactive rather than waiting to be told what to do

Comfortable asking questions when something is unclear

Professional when communicating with clients

Able to prioritize multiple tasks

Interested in building a long-term working relationship with our agency

How to Apply
Please submit:

Your resume

A brief introduction about yourself

Your previous VA or administrative experience

Your experience working with U.S. clients, if applicable

Your availability and preferred working hours

Your expected monthly salary

Your internet speed and backup internet arrangements

Your computer/laptop specifications

Please also answer this question in your application:

"A client emails asking for an update on their insurance policy, but you don't have the answer. What would you do?"

We are looking for someone interested in a long-term position, not just short-term project work.

SKILL REQUIREMENT

Customer Support Management English Speaking Multitasking

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Virtual Assistant – Property & Casualty 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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