Source Job

Philippines

  • Handle client communication and service support by monitoring emails, calls, and service requests.
  • Process insurance policies, certificates, endorsements, and renewals in EZLynx with accurate documentation.
  • Track pending requests, escalate issues, and provide daily reports to keep workflows moving smoothly.

Microsoft Excel Client Communication Workflow Management

20 jobs similar to Part Time Insurance Virtual Assistant

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US

  • Speak with people who asked for information about insurance protection.
  • Map client needs to available protection options.
  • Run a simple enrollment flow and build a client list.

Global Elite Empire Consultants is a financial-services company offering insurance representation with a focus on warm leads and training. The company fosters a competitive, coachable culture where self-starters can build long-term careers.

US

  • Handle inbound member inquiries via phone, email, and other channels to assist with quotes, policy updates, billing, and coverage changes.
  • Provide personalized insurance guidance and process policy transactions while ensuring compliance with regulations.
  • Collaborate with carriers and internal teams to resolve issues and deliver timely, accurate information.

They help members navigate personal insurance needs with personalized guidance and responsive customer support. They foster a supportive, inclusive remote culture with comprehensive benefits and career growth.

US

  • Handle phone, chat, and email inquiries from insurance agents, processing policy servicing and billing requests.
  • Create new and renewal insurance invoices, maintain documentation, and issue cancellation notices per state rules.
  • Resolve discrepancies, cross-train with teams, and contribute to process improvements in a remote setting.

The hiring company is an insurance services organization that provides sales operations and policy support to insurance agents. The culture emphasizes collaboration, accuracy, and service excellence in a remote environment.

US

  • Assess client needs and present insurance options through virtual meetings.
  • Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
  • Work from home with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.

US

  • Build relationships with warm leads who have already expressed interest in financial protection.
  • Participate in structured training and coaching to develop your skills before handling client conversations.
  • Work remotely with a focus on punctual follow-up, professional video presence, and respect for clients.

Global Elite Empire Consultants is a remote financial-services company specializing in insurance and income protection for families. The company focuses on structured training, warm leads, and offers a leadership track for high performers, fostering a supportive culture.

  • Assess client needs and present suitable insurance options remotely.
  • Build lasting relationships and handle follow-up appointments and CRM updates.
  • Work with a qualified-interest pipeline—no cold calling required.

Global Elite Empire Consultants is a remote insurance consultancy that connects clients with tailored policy options. The company values driven, trainable, and dependable individuals and provides full training and a supportive remote culture.

US

  • Assess client needs and teach insurance options through virtual consultations.
  • Manage administrative tasks including notes, appointments, and CRM hygiene.
  • Utilize a qualified-interest pipeline without cold calling and advance based on performance.

Global Elite Empire Consultants is a remote insurance consulting firm that provides personalized insurance solutions to clients. The company fosters a performance-driven culture with a focus on training and remote collaboration.

US

  • Support end-to-end new business and renewal casualty submissions, ensuring accuracy and compliance.
  • Coordinate with retail agents to obtain required documentation and track submission status with carriers.
  • Process endorsements, cancellations, audits, and maintain organized electronic files per record-keeping standards.

Jencap is one of the largest wholesale insurance intermediaries in the United States, specializing in wholesale brokerage, binding authority, and program management. The company has a collaborative, driven culture focused on teamwork, development, and growing individuals.

US

  • Assess client needs and teach insurance options remotely.
  • Handle administrative tasks including notes, appointments, and CRM hygiene.
  • Work from home with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants provides insurance consulting services, helping clients assess needs and choose suitable options. The company fosters a performance-driven culture and values driven, trainable, and dependable individuals.

US

  • Speak with people who have requested information about insurance options.
  • Map client needs to available protection plans and run a simple enrollment flow.
  • Build and service a client list using pre-qualified warm leads and ongoing mentorship.

Global Elite Empire Consultants is a financial-services company connecting families with insurance protection via a remote, warm-lead sales model. They emphasize coaching, mentorship, and high performance, providing remote tools and flexible hours.

US Unlimited PTO

  • Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
  • Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
  • Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.

NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.

US

  • Sell insurance policies on your own schedule with no set hours or minimum time commitment.
  • Earn $20 per policy bound plus 10% commission for the first 12 months of each policy.
  • Receive fresh leads at no cost from Truvo and quote across multiple carriers in one place.

Truvo is building a fully autonomous consumer insurance broker that saves households money and provides better protection. They are a seed-stage startup with a small team focused on an AI-native broker platform and scaling exceptional talent.

Global

  • Speak with pre-qualified warm leads who requested information
  • Map client needs to available protection options
  • Run a simple enrollment flow and service a client list

Global Elite Empire Consultants provides remote financial services, connecting clients with protection options through a lead-driven, training-supported process. The company fosters a competitive, coaching-friendly culture for self-starters looking to build a long-term career.

Philippines

  • Answer patient calls and texts, handle new patient inquiries using practice templates.
  • Manage scheduling, recare outreach, and follow-ups for overdue cleanings.
  • Support insurance verification, clean up patient records, and escalate complex issues.

Wing is a company that helps businesses build world-class remote teams and streamline operations. It fosters an inclusive, supportive culture with career growth, upskilling, and paid training opportunities.

US 6w maternity 6w paternity

  • Drive exceptional results with agency partners for quality, growth, and retention.
  • Engage with agents 120 times per month digitally to drive profitable growth.
  • Collaborate with peers to improve agency results and increase policy sales.

Openly is a property and casualty insurance provider that uses data to modernize underwriting and deliver tailored coverage. The company values collaboration, open communication, and work-life balance, with a remote-first culture and a focus on innovation.

Global

  • Manage and maintain client accounts, policy files, activity logs, and documentation within Applied Epic.
  • Prepare, issue, and track certificates of insurance, process endorsements, and support renewals.
  • Coordinate with carriers, handle quoting and re-quoting, and provide administrative support to producers and account managers.

Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future through customized solutions. Their team of motivated experts handles tasks that add real capacity to a client's workday, with a mission to provide affordable solutions via strategic task delegation.

US Unlimited PTO

  • Deliver exceptional service to policyholders via phone, email, and SMS.
  • Retain and grow customers by managing renewals and presenting competitive solutions.
  • Drive revenue through consultative selling and quoting additional coverage.

Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.

US

  • Build and maintain long-term relationships with clients and their families through professional communication.
  • Conduct virtual appointments via Zoom, review benefits, and provide ongoing customer service.
  • Participate in virtual training, mentorship, and leadership development to grow professionally.

This role is listed by Jobgether on behalf of a partner company that provides insurance benefits and customer support services. The organization is established with a long operating history and has reported recent growth, offering a supportive and collaborative virtual team environment.

US

  • You will help families understand and set up protection options remotely.
  • You'll work from home with flexible hours, mentorship, and clear expectations.
  • You'll grow along a defined path when the numbers and attitude are there.

Global Elite Empire Consultants helps families understand and set up protection options. They offer a remote culture with flexible hours, mentorship, and coaching.

US

  • Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
  • Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
  • Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.

HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.