We are looking for a reliable and detail-oriented Virtual Assistant to support our Administrative Back Office. This role is crucial in helping our agency stay organized, retain clients, and free up the owner to focus on growth.
💼 About the Role
• Part-time: 4 hrs/day, 5 days/week (with some U.S. business hour overlap)
• Remote
• Compensation: $500–$600/month
• Reports directly to the Agency Owner
🔑 Key Responsibilities
✅ Carrier & Policy Management – carrier calls, policy changes, underwriting follow-ups
✅ Proactive Lapse Prevention – reminders to clients, tracking due dates, scheduling follow-ups
✅ Client Reactivation – outreach to lapsed clients, handling objections, booking appointments
✅ Accurate Documentation – logging every call/email, updating reports, and status pipelines
📊 Success Metrics
• Fast turnaround on underwriting items
• Reduced lapse rates
• Strong client retention & reactivation
• 100% documentation accuracy
👩💻 Qualifications
• 1–2+ years in insurance, financial services, or related back-office roles
• Excellent English communication (written & spoken)
• CRM & spreadsheet proficiency
• Strong follow-through, attention to detail, and leadership background and skills
• U.S. insurance carrier knowledge
📩 How to Apply
Send your resume + 1–2 min voice recording introducing yourself and your experience with carrier calls, client retention, or leadership to: eleonor@eliteonefinancial.com
