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Virtual Assistant for Insurance Agent (HigLevel CRM Experience)

Virtual Assistant for Insurance Agent (HigLevel CRM Experience)

linkedhelpers
2-4 Years
Not Disclosed
  • Posted 4 hours ago
  • Be among the first 10 applicants

Job Description

Insurance Industry | HighLevel CRM | Facebook Marketing

We are seeking an experienced Virtual Executive Assistant to support a licensed insurance professional with lead follow-up, CRM management, Facebook marketing, and general administrative support.

This role will be an important part of building a more consistent system for generating, nurturing, and converting leads into new clients.

The VA will help strengthen the day-to-day sales and marketing process, improve follow-up, support appointment setting, and help create the systems and automations needed to grow the business more efficiently over time.

Salary: 20,000 (Full time, 6 months Probation)

Experience: Insurance Industry, HighLevel CRM, Facebook Ads, Canva - 2 years (Preferred)

Language: English - No accent (Required)

Timezone: Pacific Time

Key Responsibilities

  • Contact and follow up with leads by phone and email
  • Schedule appointments for the insurance agent
  • Maintain accurate lead information and pipeline activity in HighLevel CRM
  • Build, update, monitor, and maintain CRM workflows and automations
  • Create and post approved Facebook content and ads
  • Monitor Facebook activity and respond to comments and inquiries
  • Create and edit social media graphics in Canva
  • Track lead activity, appointments, and Facebook ad responses
  • Provide general administrative support as needed

Requirements

  • Previous experience in the insurance industry working with licensed insurance agents, preferably supporting U.S.-based clients. (REQUIRED)
  • Hands-on HighLevel (GoHighLevel) CRM experience (REQUIRED).
  • Strong lead follow-up skills, including outbound calls, emails, appointment setting, and follow-up
  • Facebook Ads experience, including creating, posting, monitoring, and tracking ads
  • Facebook Page administration, including monitoring and responding to comments,
  • messages, and questions
  • Canva experience creating and editing Facebook posts and ad graphics
  • Strong general administrative and organizational skills
  • Strong written and spoken English with a minimal to no noticeable accent
  • Professional and confident phone presence
  • Strong attention to detail and follow-through

How to Apply: Please send your resume to: [Confidential Information].

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