Virtual Office Assistant

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TYPE OF WORK

Part Time

SALARY

4-5

HOURS PER WEEK

20

DATE UPDATED

Oct 15, 2026

JOB OVERVIEW

Job Title: Virtual Office Assistant (EST)
Company: G Insurance, Inc.
Rate: $4-5/hour
Type: Remote (Must work Eastern Standard Time)
Purpose of Position
To provide extraordinary service to customers, prospects and referrals. Provide sales producers with possible sales opportunities and assist in sales and office organization. Drive higher customer retention and increase the number of Google reviews.

Minimum Performance Requirements
Improve retention and Drive wise and Dynamic Drive enrollment within first 30 days.
Additional requirements to be determined by agency owner. Updated as needed.

Key Responsibilities
Answer phone with a smile each time
Gather information from customers and prospects that is needed to update policies,
prepare quotes, or complete policy reviews
Enter comments into Google Drive promptly
Notify Agency Owner of dissatisfied customers and customers at risk of leaving
Work audit and CRM reports- cancellation, renewal, monoline, termination, winbacks
Review new business log weekly and complete onboarding and welcome tasks,and asking
for Google reviews and referrals
Cross sell for new business if opportunity is there
Cross-sell existing customers- offer life insurance, mortgage protection and Medicare
Handle additional duties as assigned or needed
Maintain a positive and self-motivated attitude

Qualifications
Required: Minimum 1 year experience in Personal/Commercial Property & Casualty (P&C) or Auto insurance.
Professional, warm phone etiquette with exceptional verbal and written communication skills.
Hands-on experience with CRM systems, Google Suite (Google Drive, Docs, Sheets), and scheduling tools. High attention to detail for precise data entry and client notes.
Proven ability to spot cross-selling opportunities (Life, Mortgage Protection, Medicare) and handle customer retention/win-back workflows.
Self-motivated and comfortable working independently in a remote environment while maintaining a positive attitude.
Must be able to work full-time during Eastern Standard Time (EST) business hours.


How to Apply:
Please message us with your FAVORITE CAT BREED in the subject line. In your message, please include:
The exact number of years of insurance experience you have.
A direct link to your resume.
Note: Be as direct and concise as possible. Failure to follow these application instructions will result in automatic removal from the candidate list.

SKILL REQUIREMENT
Phone Support Car Insurance Home Insurance
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