Virtual Assistant

This is a remote position. About the Role: We are seeking a highly organized and tech-savvy Virtual Assistant to support a busy life insurance and group benefits brokerage. This role involves handling administrative tasks, client communication, CRM management, and assisting with compliance-related responsibilities . The ideal candidate has strong attention to detail, excellent communication skills, and experience using CRM systems in a regulated environment such as insurance or financial services. Requirements Key Responsibilities: CRM & Workflow Management Maintain and update CRM records (e.g., client details, policy information, task tracking) Track application statuses and set automated follow-up reminders Generate summaries and reports using CRM data Ensure all client notes and communications are documented accurately for compliance purposes Client & Administrative Support Schedule meetings and manage email correspondence Prepare and send client documents, applications, and follow-up communications Assist with onboarding clients (sending forms, gathering identification, and other documentation) Follow up with clients on outstanding information or requirements Insurance Case Support Assist with preparing and submitting life insurance and group benefits applications Communicate with insurance providers regarding application requirements or missing information Maintain and organize client files and documents for easy retrieval and audit readiness Compliance Assistanc