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Insurance Virtual Assistant

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  • Posted 12 hours ago
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Job Description

This is a remote position.

We are seeking a reliable and detail-oriented Insurance Virtual Assistant with a strong background in Medicare insurance support to assist a busy insurance professional.

This role is perfect for someone who is organized, tech-savvy, and confident handling client communications over the phone.

If you have experience supporting an insurance agent — especially a Medicare agent — we'd love to hear from you!



Key Responsibilities:

  • Provide day-to-day administrative and client support to the insurance agent

  • Assist with client follow-ups, appointment scheduling, and policy documentation

  • Handle inbound and outbound calls with professionalism and clarity

  • Maintain accurate records and update client information in CRM systems

  • Support Medicare-related tasks, including application processing and client communication

  • Ensure compliance with insurance and Medicare guidelines



Requirements

Qualifications:

  • Previous experience supporting an insurance agent (required)

  • Experience working with a Medicare agent (strongly preferred)

  • Strong understanding of Medicare plans, enrollment processes, and compliance standards

  • Tech-savvy and comfortable learning new systems and software

  • Pleasant, professional phone voice with excellent communication skills

  • Highly detail-oriented with strong organizational abilities

  • Ability to multitask and manage deadlines effectively


What We're Looking For:

  • A proactive and dependable team player

  • Someone who can work independently with minimal supervision

  • Strong work ethic and commitment to accuracy

  • A professional who values client experience and confidentiality

If you have insurance support experience and are looking for a remote role where your expertise in Medicare truly makes an impact, we'd love to connect with you.

Apply today and tell us about your Medicare experience!

More Info

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Job ID: 148944653

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