Insurance Agency Virtual Assistant

Hire a virtual assistant for an insurance agency

An insurance agency virtual assistant keeps certificates, renewal dates, and the CRM current so the licensed agent is not buried in the file. They do not bind coverage, quote a risk, or tell a client what to buy. The hire is full-time, based in the Philippines, and $1,800 a month.

Start in 14 days.

Tasks this hire takes on

Agency admin is dates, documents, and a next step written down. The license stays with the agent.

Issue a certificate of insurance from the template the agency already uses, for the agent to send.
Log a renewal date and start the checklist the agency wrote for that line of business.
Update the CRM after a call the agent already had, including the next step.
Request missing documents from a client using the email the agency approved.
Build the weekly pipeline of renewals coming due in the next 60 days.
Route a coverage question to the licensed agent instead of answering it.

Tools they work in

They use the agency management system you already run. A side spreadsheet is only for a cleanup you asked for.

An agency system such as Applied Epic, HawkSoft, EZLynx, or NowCerts.
The certificate tool the agency already pays for.
The CRM, if it is separate from the management system.
Google Workspace or Outlook for the shared inbox.
A password manager the agency controls, so access can be revoked.

How the hire works

You name the lines of business, the system, and which emails the hire may send.
We shortlist full-time customer service VAs in the Philippines who can work your hours.
The trial week is certificates and renewal logging on real files, with a replacement or refund if the fit is wrong.
They keep the file moving. A licensed person still advises, still binds, and still owns the client.

This is not a dental insurance-verification seat, and it is not a licensed producer. Anything that needs a license, a signature, or a judgment about coverage goes to the agent. The hire does not discuss a claim decision.

We recruit the top 2% of applicants. Rekruuto is trusted by 100+ customers. The hire is full-time and based in the Philippines, working your hours. You manage the day-to-day work.

Price and trial

This role is $1,800 a month. Software developers and AI Implementation Specialists start from $2,500 a month. Hiring can start in 14 days. There is a 1-week trial: if you are not satisfied, we find a replacement or refund your money. You can pause or cancel with 2 weeks' notice.

Pricing: Most roles $1,800/mo (£1,395 + VAT in the UK, €1,650 in Europe). Developers and AI Implementation Specialists from $2,500/mo (from £1,945 + VAT in the UK, from €2,295 in Europe).

See your shortlistStart in 14 days.

See the Customer service virtual assistant role and the rest of the seats on all roles.

Frequently asked questions

What can a virtual assistant do for an insurance agency?

Certificates from your template, renewal checklists, CRM updates, and document chasing. They do not quote, bind, or give coverage advice.

Is this the same as insurance verification for a dental office?

No. Dental verification checks a patient's benefits before a visit. This seat is agency admin for a property, casualty, or benefits agency. The license stays with your producers.

How much is a full-time insurance agency virtual assistant?

This role is $1,800 a month. Software developers and AI Implementation Specialists start from $2,500 a month. The hire is full-time and based in the Philippines.

Can they email clients?

Yes, from templates you approved, on subjects you named, such as a missing form or a renewal date. A question about what the policy covers goes to the agent.

Related industries

All industries

From the site

Customer service VA role. The seat this agency admin work usually sits on.
Insurance verification for dental practices. A different job: patient benefits in a dental office, not an insurance agency.