InsuranceVirtualAssistant

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.   Client Overview Our client is a well-established insurance agency operating out of the Boston, MA area, serving a diverse client base that spans multiple lines of coverage. The team is fast-paced, client-focused, and deeply committed to delivering accurate, responsive service. They are growing their remote operations team and are looking for a detail-oriented professional who understands insurance agency workflows from the inside out and can hit the ground running with minimal ramp-up time.   Role Overview The Insurance Virtual Assistant (VA) will serve as a core operational support resource, managing a broad range of administrative, client-facing, and policy-related tasks that keep the agency running smoothly. This role requires someone who is intimately familiar with insurance agency procedures, comfortable working across documentation, billing, and client communications simultaneously, and capable of maintaining a high standard of accuracy across all output. The Insurance Virtual Assistant (VA) will work directly with the agency team to ensure timely processing, compliance, and an exceptional client experience.   Location Fully Remote (Work from Home) | 9 AM – 5 PM EST     Key Responsibilities Client Communication & Reception - Handle inbound and outbound phone, email, and SMS communications on behalf of the agency - Assist clients with basic inquiries and route complex matters to the appropriate team members - Maintain a professional and responsive communication standard across all client touchpoints Administrative & Data Management - Perform accurate data entry and maintain up-to-date records within agency systems - Issue Certificates of Insurance (COIs) as requested - Send applications and documents to clients via DocuSign Pol