Part-Time Virtual Assistant – Elite One Financial (Remote)
Overview 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)RemoteCompensation: $500–$600/month Reports directly to the Agency OwnerKey Responsibilities Carrier & Policy Management – carrier calls, policy changes, underwriting follow-bolthires Proactive Lapse Prevention – reminders to clients, tracking due dates, scheduling follow-bolthires 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 Send your resume + 1–2 min voice recording introducing yourself and your experience with carrier calls, client retention, or leadership to: View email address on click.appcast.io #J-18808-Ljbffr Ghanapose Apply tot his job Apply tot his job