Life Insurance Virtual Assistant – Client Retention, Customer Service & Outbound Calls

ABOUT ME
I'm an independent, US-licensed life insurance agent serving veterans, military families and seniors. I work with 25+ carriers and manage a growing book of business. I'm looking for a reliable, long-term VA to become my right hand: someone I can trust with client information and who takes ownership of the work.

WHAT YOU'LL DO

• Book management: track client payments, missed drafts and policies at risk of lapsing using carrier reports and portals
• Retention: call clients with missed or failed payments before their policy lapses and help them get coverage reinstated (update payment dates, send carrier forms, schedule calls with me)
• Chargebacks & cancelled policies: work my cancelled/chargeback list and reach out to save the business
• Customer service: answer and return client calls and texts, take messages, and route coverage questions or cancellation.
• CRM upkeep: update dispositions, notes and tasks in Ringy
• Outbound dialing: make prospecting calls with WAVV power dialer during downtime and book appointments on my calendar
• General admin as needed

REQUIREMENTS

• Excellent spoken and written English with a clear, friendly phone voice (you'll be speaking with US seniors and veterans)
• 1+ year in US insurance, call center, or customer service (life/health insurance strongly preferred)
• Experience with a CRM and a dialer (Ringy, WAVV)
• Organized, detail-oriented and comfortable following scripts.
• Trustworthy and discreet with sensitive client information; NDA required
• Stable internet (25+ Mbps), backup power/internet, quality headset and a quiet workspace
• Able to work 12pm–5pm US Eastern (overnight Philippine time)

SCHEDULE

• Part-time, Monday–Friday, 12pm–5pm US Eastern (20-25 hrs/week), with potential to grow into full-time