Insurance Virtual assistant

Insurance Virtual Assistant Wanted — Florida Insurance Experience Preferred

We are looking for a reliable, detail-oriented Insurance Virtual Assistant to join our growing insurance agency.

This role is ideal for someone who has experience supporting a property and casualty insurance agency, especially with Florida auto and homeowners insurance. The right person should be organized, responsive, comfortable working in a fast-paced environment, and able to help keep the team moving efficiently every day.

About the Role

You will support our sales and service teams with administrative tasks, client follow-up, quoting support, CRM updates, document handling, and general insurance-related workflows.

Florida insurance experience is strongly preferred, but we are open to training the right person if they are sharp, dependable, and eager to learn.

Responsibilities

You may be responsible for:

• Updating client and lead information in the CRM
• Reviewing leads and making sure information is complete
• Assisting with auto and homeowners insurance quoting workflows
• Gathering missing client information
• Sending follow-up texts, email s, and reminders
• Uploading documents and keeping client files organized
• Helping with policy service requests
• Checking carrier portals for policy details, documents, billing info, or underwriting updates
• Supporting producers with daily tasks
• Leaving clear notes so the team understands what happened
• Helping organize renewals, follow-ups, and pending items
• Communicating with clients, vendors, and tea ---------- mbers professionally

Preferred Experience

Experience with any of the following is a plus:

• Florida property and casualty insurance
• Auto insurance
• Homeowners insurance
• Flood insurance
• Citizens, Universal, Slide, Tower Hill, Heritage, Progressive, Allstate, Ivantage, or similar carriers
• Agency CRM systems
• Carrier portals
• Insurance quoting platforms
• Mortgagee changes, ID cards, declaration pages, policy documents, billing, and endorsements
• Remote insurance agency support

What We’re Looking For

The ideal candidate is:

• Very organized
• Detail-oriented
• Comfortable working independently
• A strong communicator
• Able to follow instructions carefully
• Fast learner
• Reliable and consistent
• Comfortable asking questions when needed
• Able to leave clear, useful notes
• Professional with clients and tea ---------- mbers
• Able to work during U.S. Eastern Time hours

Requirements

• Strong English communication skills
• Reliable computer and internet connection
• Prior virtual assistant or administrative experience
• Comfortable using CRMs, spreadsheets, email , chat, and online portals
• Ability to work Monday through Friday during U.S. business hours
• Insurance experience preferred, especially Florida insurance

Schedule

This is a remote position.

Preferred schedule: Monday–Friday, U.S. Eastern Time business hours

Full-time or part-time may be considered depending on experience and fit.

How to Apply

Please send:

1. A short introduction about yourself
2. Your insurance experience, especially if you have worked with Florida insurance
3. Any carrier portals, CRMs, or insurance systems you have used
4. Your availability in Eastern Time
5. Your hourly or monthly pay expectation
6. A short video introduction explaining why you would be a good fit

Applicants with Florida insurance experience and a strong video introduction will receive priority consideration.