Role Overview
We are looking for a detail-oriented and proactive Virtual Assistant to support day-to-day operations for a US-based insurance business. The ideal candidate should be comfortable working with US clients, handling administrative tasks, maintaining records, and supporting insurance-related processes.
Key Responsibilities
- Handle day-to-day administrative and back-office tasks.
- Assist with insurance documentation, data entry, and record maintenance.
- Manage emails, follow-ups, and client communication.
- Update and maintain CRM and internal databases.
- Coordinate with clients, insurance agents, and other stakeholders.
- Assist with policy-related paperwork, renewals, and basic processing.
- Maintain accurate records and ensure timely completion of assigned tasks.
- Prepare basic reports and support other operational activities as required.
Requirements
- 1–3 years of experience as a Virtual Assistant, Insurance Assistant, or in a similar administrative role.
- Prior experience working with the US insurance industry is preferred.
- Good understanding of basic insurance terminology and processes.
- Strong written and verbal English communication skills.
- Good knowledge of MS Office/Google Workspace and CRM tools.
- Robust attention to detail and ability to manage multiple tasks.
- Comfortable working in US business hours/time zones.
Preferred Candidate
Someone with experience in US insurance operations, policy administration, customer support, or back-office processing, who can work independently and maintain a high level of accuracy.
📌 Virtual Assistant (India)
🏢 PinnacleU
📍 India
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