Virtual Assistant for Insurance Agency

@Tanmoy236

Greeting! Need a reliable remote VA to handle Medicare calls, follow-ups, CRM updates & appointments with seniors—accurate, calm & consistent daily support? I specialise in virtual assistant support for insurance agencies with 9+ years of experience in appointment setting, CRM management, and high-volume lead follow-up calls. Here's how I can help: * Call and follow up with 50–100 warm Medicare/life insurance leads daily using provided scripts naturally * Set, confirm, and reschedule appointments while reducing no-shows with reminders * Maintain clean CRM/spreadsheet records (outcome, notes, next steps, priority tracking) * Handle inbox support and flag urgent client needs for fast response I am comfortable working US Central Time overlap, handling senior clients with patience and confidentiality (HIPAA-aware approach). What CRM and dialing tools are you currently using, and how is your follow-up workflow structured today?

@zayertech

In a world where efficiency and quality matter, my name is Md Masudur, a PMP-certified project management professional, who thrives on ensuring meticulous documentation and follow-up completion. My extensive experience in handling CRMs, spreadsheets and calendars combined with my ability to maintain HIPAA compliance (in relation to privacy and confidentiality) make me a great fit for this role. Additionally, with my background in customer service and lead generation coupled with fluency in spoken English, I'm confident in my ability to comfortably speak with seniors while maintaining a calm and respectful demeanor. Your project isn't about spammy robocalling; it's about establishing meaningful connections which aligns perfectly with my approach. As for tracking 50–100 leads a day without missing any: through meticulous attention to detail , high organizational skills as well as consistent follow-up strategies – all strengths I am confident can be applied successfully for your agency's benefit.

@jinufeb14

As a seasoned virtual assistant with a strong background in CRM management, data entry, and an efficient telemarketer, I believe I am the perfect candidate for your Medicare and Life Insurance Agency. With the given challenge of managing high volumes leads and ensuring none are missed, my proficiency in CRMs, notable attention to detail, and ability to work independently when needed will be invaluable. In addition, my experience with HIPAA-awareness guarantees that I fully understand privacy and confidentiality requirements. Drawing from my previous roles and ever-expanding software engineering skills, including exceptional proficiency in cloud technology keen for maximum corporate growth and optimization, I am confident that I possess the necessary skills to help you scale your systems for long term success. Providing you timely and accurate updates of your CRM while upholding your priority of clean documentation is what I aim to offer. As someone that's comfortable using spreadsheets too, organizing and prioritizing the emails related to leads/appointments will be an efficient part of my role. Good news! I am comfortable with overlapping 4-7 hours per day with US Central Time (Texas). My location is Guantanamo Bay Cuba - **EST** time as can overlap from 10 AM to 5 PM - Friedman UNC Hospital Complex.

@boluwatifefelixg

Hello, With over 6 years of experience as a Virtual Assistant, I have a strong background in lead follow-up and appointment setting. I’m proficient in handling client communications with professionalism and respect, especially when engaging with seniors. In this role: - I will manage daily calls to new and warm leads, ensuring that each interaction is personalized and documented accurately. - I will handle appointment scheduling and confirmations, minimizing no-shows while gathering essential information to support your clients. - Additionally, I will maintain organized records in your CRM, ensuring that follow-ups are timely and no leads are overlooked. An advantage is my proficiency in using VOIP dialers, CRM systems, spreadsheets, and calendars. Regards, Blessing

@kishwariqbal767

Hi, I’m from Pakistan and can overlap 5–7 hours daily with US Central Time. I have experience in VA support, appointment setting, lead follow-ups, CRM updates, and customer handling. I’m comfortable speaking with seniors professionally and patiently. I use organized CRM tagging, spreadsheets, reminders, and follow-up schedules to manage 50–100 leads daily without missing callbacks. Reliable internet, quiet workspace, and headset available.

@saifulcmab

Hello, I can do your job " Virtual Assistant for Insurance Agency". I am a Professional Accountant with an MBA in Accounting and Information Systems. I am a QuickBooks Pro-Advisor and Xero-certified. I am certified by Duke University, USA in Business Analytics and also Certified in advanced Excel & data analytics from Macquarie University, Australia. I have in-depth knowledge of the business and 10+ years of Managerial experience. I look forward to your project discussing more specifications in the chat box. Best Regards

@ajamshad162

With my extensive experience as a freelance virtual assistant, I can confidently handle your high-volume lead follow-up and appointment setting needs in the insurance industry. Not only do I bring a track record of meticulous CRM management and spreadsheet updating, but my knack for clear communication will help me navigate the delicate demographics of interacting with seniors effectively and respectfully. I understand that consistency is paramount in this role, especially considering that our clients are often seniors who require a patient and organized approach. From managing incoming inquiries, arranging appointments on calendars, confirming them, and even handling urgent matters, I can lend a capable hand every step of the way without dropping any balls. Moreover, I have an extensive background in data entry and using different CRMs and spreadsheets- my numeral acumen goes hand-in-hand with accuracy ensuring clean documentation. My proficiency extends to overlapping 4-7 hours/day with US Central Time (Texas) where I can provide you reliable service wearing the right market times. As a seasoned professional who takes pride in every project I commit to, rest assured potential clients that your business' trust in my abilities won't go unanswered. Let's take this phase one trial further!

@professorxwriter

As a seasoned Virtual Assistant and Customer Service specialist, I have the perfect combination of skills and experience to excel in this role supporting your esteemed Medicare and Life Insurance Agency. With a firm command over spoken English and an ability to engage with individuals in a patient, respectful manner, I am experienced in making meaningful connections with seniors which is significant for your clientele. Not only am I adept at handling high volumes of leads, but I also bring valuable experience in call handling, appointment setting, CRM management, and addressing emails/inbox messages related to leads & appointments. My strong attention to detail enables me to provide consistent, accurate records on each interaction. Furthermore, my familiarity with managing Google Docs & Sheets along with other MS Office tools will allow me to professionally handle spreadsheets and calendars. Adhering strictly to data privacy and confidentiality is intrinsic to my work ethic. Overall, my commitment to quality follow-up makes me the right fit for your requirements. With my professional internet setup, quiet workspace and ability to overlap 4-7 Hours/day with US Central Time, I ensure effective communication throughout the day.

@Qad33rM3hdi

Yes! You are on the right bid. I have read all project details and descriptions regarding Virtual Assistant for Insurance Agency I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!

@abakag

Hi, I’m a highly reliable Virtual Assistant with 3+ years of experience in outbound calling, appointment setting, CRM management, and structured follow-ups. I specialize in handling high-volume lead pipelines while keeping communication organized, accurate, and conversion-focused. I’m very comfortable speaking with clients in a calm, professional tone and following scripts naturally without sounding robotic. I understand the importance of working with seniors, so I prioritize patience, clarity, and trust-building on every call. I’m fully equipped for this role with a stable internet connection, quiet workspace, and professional headset. I can comfortably overlap 5–7 hours daily with US Central Time (Texas) and maintain fast response times throughout working hours. What sets me apart is my discipline with follow-ups and CRM accuracy. I ensure every lead is properly logged, categorized, and assigned a next step so nothing gets missed—even in high-volume days (50–100 leads). I work with structured tracking systems and reminders to guarantee consistent follow-through and clean reporting. I’m quick to learn new systems, follow processes strictly, and also improve them when needed to increase efficiency and conversion. I’m available to start immediately and open to a long-term role with growth potential. Looking forward to contributing to your team.

@Musab360

Hi there, I can get Virtual Assistant for Insurance Agency done accurately and quickly. Over the last 5 years, I’ve completed over 150+ data projects, specializing in fixing messy spreadsheets and building automations that actually work. I’ll handle the Data Entry, Excel to ensure your data is clean, the logic is solid, and the output is easy to use. I’m ready to jump on this immediately and deliver a "bulletproof" solution for you within the desired time. Check out my past data projects here: https://www.freelancer.pk/u/Musab360 I can start on this immediately. Feel free to reach out via chat Best, Musab