Virtual Assistant

This is a remote position.

About the Role:

We are seeking a highly organized and tech-savvyVirtual Assistantto support a busy life insurance and group benefits brokerage. This role involves handling administrative tasks, client communication, CRM management, and assisting withcompliance-related responsibilities. The ideal candidate has strong attention to detail, excellent communication skills, andexperience using CRM systemsin 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 Assistance

• Ensure all documentation is properly collected, completed, and securely stored in accordance with industry regulations
• Help track compliance deadlines (e.g., annual reviews, disclosures)
• Assist in preparing documentation for audits or internal reviews
• Stay up to date on changes to documentation or compliance protocols as directed

Optional Tasks (Depending on Skills & Experience)

• Support newsletter drafting, social media scheduling, or email marketing
• Conduct basic market research or prepare quote comparisons
• Assist with special projects and business development initiatives

Qualifications:

• Experience using CRM systems(e.g., Wealthbox, HubSpot, Salesforce, Zoho, etc.) isrequired
• Previous experience in life insurance, group benefits, or a financial services environment isstrongly preferred
• Working knowledge ofcompliance requirementsin insurance or similar regulated industries
• Excellent written and verbal communication skills
• Strong attention to detail, organization, and ability to manage multiple priorities
• Proficiency with Microsoft Office, Google Workspace, and eSignature tools

Preferred:

• Familiarity with Canadian insurance regulations and client confidentiality requirements
• Experience managing compliance-related documentation
• Availability during Canadian business hours or partial overlap

Originally posted on Himalayas