Insurance Jobs

Join our growing health insurance sales team as an Experienced Virtual Assistant specializing in tele-sales cold calling appointment setting and lead management . We are looking for a highly motivated organized and results-driven professional who can confidently communicate with prospects manage a busy sales pipeline and consistently help turn leads into qualified appointments. This is an important role within a high-performing insurance sales operation. You will work directly with experienced health insurance professionals and play a key part in keeping prospects engaged following up consistently and ensuring qualified leads make it onto the sales calendar. As our virtual assistant your primary responsibilities will include: Conducting outbound calls and following up with new and existing leads to assess interest qualify prospects and move conversations forward. Setting confirming and rescheduling appointments for qualified prospects to speak with our licensed insurance agents. Managing our CRM system by accurately updating lead notes statuses follow-up dates appointment details and next steps. Handling common objections professionally and confidently while keeping prospects engaged in the conversation. Re-engaging leads who have gone quiet missed appointments or need additional follow-up before they are ready to speak with an agent. Maintaining consistent communication through phone calls and text messages to keep the sales pipeline active and maximize booked appointments. Monitoring follow-up opportunities and making sure promising leads do not fall through the cracks. Assisting with appointment reminders and helping improve overall show rates for scheduled calls. To succeed in this role you must be confident on the phone and experienced in tele-sales or appointment setting . The most important skill we are looking for is the ability to speak comfortably with prospects build rapport quickly handle objections and consistently convert conversations into qualified appointments. You should also be highly organized persistent without being overly aggressive and comfortable working independently in a fast-paced sales environment. Strong attention to detail is essential as accurate CRM management and consistent follow-up are a major part of this position. Experience with the following is highly preferred: CRM software and lead management systems. Outbound dialers and VoIP calling platforms. Texting and SMS communication platforms. Google Workspace including Gmail Google Calendar and Google Sheets. Basic spreadsheet management and lead tracking. Appointment scheduling and calendar management. Previous experience working with insurance financial services or high-ticket sales leads is a strong advantage but candidates with a proven background in tele-sales and appointment setting are also encouraged to apply. We are looking for someone who takes ownership of their work communicates professionally and understands that consistent follow-up is often what turns a prospect into a client. The ideal candidate will be comfortable managing a large number of leads while still giving each prospect a professional and personalized experience. This is a performance-driven position with long-term growth potential for the right person. This position also includes a competitive base salary with significant performance-based incentives and bonus opportunities for strong appointment setting lead conversion and consistent results. We value reliability strong communication excellent spoken English attention to detail and most importantly the ability to produce results. If you have a proven track record in tele-sales cold calling appointment setting objection handling and CRM management we would love to hear from you. Join our team and help us build a stronger sales pipeline while connecting individuals families and business owners with health coverage options that may fit their needs.

Location: Remote Job Type: Full-Time / Part-Time (Flexible) Industry: Health Insurance About the Role We are seeking a highly organized and detail-oriented Virtual Assistant to support our health insurance operations. The ideal candidate will assist with administrative tasks customer communications appointment scheduling data entry and policy-related support while ensuring excellent service to clients. Key Responsibilities Answer phone calls emails and client inquiries professionally. Schedule appointments and follow up with prospective and existing clients. Assist with health insurance applications renewals and policy updates. Maintain accurate client records and update databases. Verify and organize documentation required for insurance enrollment. Manage calendars reminders and daily administrative tasks. Prepare reports spreadsheets and other business documents. Follow up on leads and assist with customer retention efforts. Ensure compliance with company policies and confidentiality requirements. Qualifications Previous experience as a Virtual Assistant Administrative Assistant or Customer Service Representative preferred. Experience in health insurance healthcare or related industries is a plus. Strong communication and interpersonal skills. Excellent organizational and time-management abilities. Proficiency with Microsoft Office Google Workspace and CRM systems. Ability to work independently and manage multiple tasks simultaneously. Reliable internet connection and a professional remote work environment. Preferred Skills Knowledge of health insurance plans enrollment processes and terminology. Experience with insurance CRM platforms and electronic document management. Bilingual candidates are encouraged to apply. Benefits Competitive compensation. Flexible remote work environment. Opportunities for growth and professional development. Supportive and collaborative team culture.

Join our dynamic team in the life insurance industry as an Entry-Level Personal Assistant with a focus on CRM management and email marketing. This remote role offers an exciting opportunity for individuals eager to grow their skills in a corporate and professional environment. As a Personal Assistant you will play a crucial role in ensuring effective communication and streamlined operations. Your responsibilities will include: Checking and managing messages to ensure timely responses and efficient communication. Setting up and managing email campaigns using CRM tools to enhance client engagement. Utilizing AI tools to optimize and manage various tasks for improved productivity. We are looking for candidates who possess the following skills and attributes: Basic understanding of CRM systems and email drip marketing techniques. Strong organizational skills with attention to detail. Proficiency with AI tools to support efficient task management. Excellent communication skills and a professional demeanor. This entry-level position is perfect for motivated individuals eager to develop their skills in a supportive remote work environment. If you are ready to take on new challenges and contribute to our team's success we encourage you to apply.

Are you ready to dive into a fast-paced environment where hustle and determination are keys to success? Join our team as a Sales Executive in the thriving world of insurance and investment. We are seeking a driven professional who thrives on generating leads and closing deals all while maintaining exceptional client relationships. As a Sales Executive your day-to-day will include: Proactively generating quality leads through various channels. Conducting engaging sales calls to potential and existing clients. Executing effective email follow-ups to nurture and close sales opportunities. Meeting and exceeding sales targets consistently. This role requires a mid-level professional with a proven track record in sales. While specific tools are not mandated proficiency in CRM systems and communication platforms will be advantageous. We seek someone who is not only comfortable with a fast-paced work style but also thrives in it. If you're a motivated sales professional with a knack for building relationships and closing deals we want to hear from you. Step into a role where your hustle can truly make a difference in the insurance and investment industry.

About Us We are a growing international e-commerce company based in Germany specializing in consumer products and physical goods. As we scale our manufacturing and expand our product lines we are looking for a highly organized resourceful and proactive Virtual Assistant to join our team long-term. Hiring Process To find the right fit we are selecting a small number of candidates to complete a paid test project. If selected for the paid trial you will be given a specific product brief (a novelty textile good) a budget and asked to: Research existing similar market concepts. Identify 3-5 capable manufacturers Gather MOQs and unit costs Research on how to handle tech pack requirements Present all findings in a clean professional spreadsheet or presentation Long Term Role Your day-to-day responsibilities will include: Product Sourcing: Finding and vetting new manufacturers for product launches. Logistics: Obtaining and comparing accurate shipping and freight quotes. Admin & Compliance: Updating our routine reporting duties and sourcing business/product insurance quotes for executive sign-off. Project Management: Organizing freelancers (e.g. coordinating with designers to get tech packs made when required). What you bring: Proven experience sourcing physical products from Asian manufacturers (Alibaba direct factory outreach etc.). Strong understanding of manufacturing terminology (MOQ DDP EXW Lead Times). Excellent written English and professional communication skills. High proficiency in Google Sheets/Excel for data organization. A proactive mindset: You don't just wait for instructions; you anticipate problems (e.g. asking a supplier about anti-slip backing without us having to tell you). How to Apply: Submit your proposal outlining your experience with e-commerce sourcing. Include a brief example of a time you had to solve a miscommunication or logistical issue with a manufacturer. To ensure you have read this entire job description please start your application with the phrase "Red Card Applications without this phrase will be immediately discarded.

Join our prestigious insurance agency as an Expert Personal Assistant . We are seeking a highly skilled professional to manage essential administrative tasks ensuring seamless operations and data integrity. This remote position offers a unique opportunity to work within a dynamic industry supporting our team with precision and expertise. As the Personal Assistant you will be responsible for: Managing carrier downloads and performing meticulous data cleanup to maintain accurate records. Implementing straightforward changes within carrier websites efficiently. Attaching and annotating documents with clarity and precision. The ideal candidate will possess: Proven expertise with EZLynz Outloom and excel as well as other similar tools demonstrating the ability to manage tasks and communication effectively. A keen eye for detail ensuring all data and documents are handled with the utmost accuracy. Strong organizational skills to prioritize and manage assigned tasks autonomously. We are looking for a dedicated professional with a corporate mindset who thrives in a remote working environment. If you are ready to contribute to a leading insurance agency with your exceptional skills and experience we invite you to apply.

Join our dynamic insurance agency as a Virtual Assistant where your organizational expertise and attention to detail will drive our success in client management and operational efficiency. We are seeking a mid-level professional with a strong technical acumen to support our team remotely. As a Virtual Assistant you will play a crucial role in streamlining our processes and enhancing client interactions. Your primary responsibilities will include setting appointments through calls handling a variety of administrative tasks and engaging in qualifying calls to ensure client needs are met efficiently. Additionally you will be responsible for maintaining detailed notes and organizing data using Google Sheets. Appointment Setting: Initiate and manage client appointments via phone calls ensuring a seamless experience. Administrative Support: Execute various administrative duties to support the team effectively. Qualifying Calls: Conduct calls to assess and qualify client needs providing essential insights for our agents. Note Taking: Accurately document call outcomes and client interactions for future reference. CRM Management: Utilize CRM tools to update and maintain client information ensuring data accuracy and accessibility. Google Sheets Organization: Organize and manage data in Google Sheets for easy access and reporting. The ideal candidate will possess a blend of technical skills and a proactive approach to problem-solving. Experience with CRM systems and proficiency in Google Sheets are essential for success in this role along with fluent english speaking. If you are a detail-oriented technically skilled professional eager to contribute to a leading insurance agency we encourage you to apply and become a vital part of our team.

Insurance Billing Virtual Assistant (US Healthcare) - Part-Time $4-5/hr Hours: ~10 hrs/week flexible · Pay: $4-5/hr (DOE) · Type: Long-term remote · Schedule: Flexible with a weekly check-in About Us We're Body Ache Escape a busy therapeutic massage and skincare practice in Ohio USA. We're a friendly team that takes great care of our clients - including military veterans we serve through the VA. We're looking for a reliable detail-loving billing VA to join us for the long haul and take ownership of our insurance billing. What You'll Do This role owns the claim-to-cash cycle for our insurance clients: Submit & track claims - prepare and send claims then keep an eye on their status through to payment Post payments & reconcile - apply payments accurately and make sure everything ties out Work denials & aging - follow up on denied rejected or unpaid claims and keep the aging report clean You'll work primarily in Mindbody (our practice software) plus a clearinghouse for claim submission and tracking. Our two main payers are VA Community Care (through Optum) and Ohio BWC (Bureau of Workers' Compensation) - if you haven't worked these specific programs before that's okay we'll train you on the details. What We're Looking For Must have: Experience with US medical/insurance billing (claims payment posting AR follow-up) Solid understanding of the claims process: submission EOBs/remittance denials and resubmission Strong written English and clear prompt communication Excellent attention to detail and accuracy with numbers Dependability and good follow-through - you keep things from falling through the cracks Comfort handling confidential health information professionally Nice to have (not required): Experience with Mindbody and/or a clearinghouse Familiarity with VA Community Care / Optum or workers' comp billing Knowledge of CPT codes used in therapy/healthcare settings Schedule & Pay About 10 hours per week to start with flexibility on when you work A weekly check-in with us is all we need - you don't need to be online during specific US hours $4-5/hr depending on experience We're looking for a long-term team member with room to grow as we do How to Apply Please reply with: A short intro telling us about your US medical billing experience - what payers/systems you've worked with and the kinds of billing tasks you've handled Your résumé (attached or linked) To show us you read this post carefully please start your message with the word CLAIMS . Applications without it won't be reviewed. We read every complete application and reply to candidates who are a good fit. We're excited to find the right person - talk soon!

Real Estate Operations Coordinator (Remote) About Us We are a growing real estate investment and property management company that owns and operates residential rental properties. Our business involves property management tenant relations renovations insurance coordination acquisitions and portfolio operations. We are seeking a highly organized proactive and detail-oriented Real Estate Operations Coordinator to become an integral member of our team. This role is ideal for someone who enjoys solving problems following up persistently managing multiple projects simultaneously and helping keep a fast-moving real estate business organized and efficient. This is not a traditional administrative assistant position. You will serve as a key operations team member responsible for coordinating projects managing information communicating with tenants workers vendors lenders and insurance companies and ensuring that important tasks do not fall through the cracks. Key Responsibilities Property Management Operations | Manage tenant communications via phone text and email | Assist with rent collection follow-up and delinquency tracking | Coordinate maintenance requests and ensure timely completion | Maintain accurate tenant lease and property records | Update rental listings and advertisements | Assist with tenant onboarding and lease administration | Support eviction processing and documentation when required Renovation & Project Coordination | Track unit turnovers and renovation projects from start to finish | Create and maintain project tracking systems and status reports | Communicate regularly with field workers to obtain progress updates | Collect and organize before-and-after photos | Track outstanding tasks and project completion timelines | Research source and order materials supplies appliances fixtures and replacement parts | Coordinate deliveries and ensure materials arrive on schedule | Compare pricing from vendors and suppliers to obtain the best value | Monitor project progress and proactively identify delays or issues requiring attention Insurance & Lender Coordination | Organize insurance policies and documentation | Obtain proof of insurance from insurance providers | Communicate with lenders and loan servicers regarding insurance requirements | Track submission deadlines and lender requirements | Follow up to confirm receipt and processing of documentation | Maintain organized records for future audits and renewals Vendor Utility & Compliance Coordination | Coordinate with vendors service providers and utility companies | Track vendor performance and project completion | Assist with utility transfers between tenants | Resolve billing and account issues with utility providers | Track permits inspections and compliance-related documentation Property Acquisition & Administrative Support | Assist with due diligence and document collection for property acquisitions | Organize insurance records utility records permit records and closing documentation | Maintain databases spreadsheets and operational reports | Document procedures and create Standard Operating Procedures (SOPs) | Identify operational inefficiencies and recommend improvements Qualifications | Previous experience in property management real estate operations project coordination or administrative support preferred | Strong written and verbal English communication skills | Excellent organizational and follow-up abilities | Comfortable making outbound phone calls to tenants lenders insurance companies vendors utility companies and government agencies | Ability to manage multiple projects and deadlines simultaneously | Strong attention to detail and accuracy | Proficiency with Google Workspace and Microsoft Office | Experience with Buildium AppFolio Rent Manager or similar software is a plus | Self-motivated resourceful and capable of working independently Schedule & Availability | Primary working hours are generally 10:30 AM - 6:30 PM Eastern Time | Candidate must be available and responsive during core business hours | Flexibility is required as occasional tasks urgent matters vendor communications tenant issues or project-related needs may arise outside of regular working hours | While this is not an on-call position the ideal candidate is willing to accommodate occasional early morning evening or time-sensitive communications when business needs require | Candidate should be comfortable working in a fast-paced environment where priorities may shift throughout the day What Success Looks Like Within the first 60-90 days the successful candidate will: | Take ownership of day-to-day operational and administrative tasks | Create organized systems for tracking projects renovations insurance and property information | Improve follow-up and communication with tenants workers vendors lenders and service providers | Reduce the amount of day-to-day coordination required from management | Proactively identify problems propose solutions and help keep projects moving forward Ideal Candidate The ideal candidate is highly organized resourceful proactive and persistent with follow-up. They enjoy coordinating multiple moving pieces communicating with a variety of people and ensuring that important tasks are completed without constant supervision. This person should view themselves as a problem-solver and coordinator not simply an assistant waiting for instructions. They should be comfortable taking ownership of projects solving problems independently and helping bring structure and organization to a growing real estate investment business.

Join our dynamic Group Benefits Insurance team as a Virtual Assistant where you'll play a crucial role in ensuring seamless administrative operations. We are seeking a detail-oriented professional to support our account management team remotely contributing to our mission of delivering exceptional service to our clients. As a valued member of our team your responsibilities will include: Data Entry: Accurately input and manage data within Microsoft Excel workbooks to maintain up-to-date records. Email and Calendar Management: Efficiently organize and coordinate emails and meetings using Microsoft Outlook to ensure smooth communication and scheduling. Team Collaboration: Work closely with team members to address and resolve various administrative tasks enhancing team productivity and client satisfaction. We are looking for candidates with the following skills and qualifications: Proven experience in a similar mid-level virtual assistant role ideally within the insurance industry. Proficient in Microsoft Excel and Outlook with the ability to quickly learn new systems and tools. Strong organizational and communication skills with a keen attention to detail. Ability to work independently and manage multiple tasks effectively in a remote setting. If you are a proactive professional who thrives in a corporate and professional environment we invite you to apply for this exciting opportunity to contribute to our team's success. We offer a supportive remote working environment where your expertise will be appreciated and your career can flourish.