Virtual Assistant for Insurance Agency

₹1250-2500 INR / hour

Closed

Posted 17 days ago

₹1250-2500 INR / hour

## Project Details **$4.00 – $7.00 USD per hour** **Title:** Remote Virtual Assistant — Medicare & Life Insurance (Calls + Appointment Setting + CRM Follow-Up) ## Overview Established Medicare and Life Insurance Agency looking for a reliable, detail oriented remote virtual assistant to help with high volume lead follow up and appointment setting. This is not random calling these are people who requested info or are warm leads we haven't talked to in a while our clients are often seniors so we need someone patient respectful and organized. We're building long term systems and want someone who can grow with us 90 day pay increase available if performance and quality are strong. ## Scope of Work (Phase 1 – Trial Week) You will: ### Call & Follow Up With Leads (Primary) - Call new and warm leads daily (volume can be **50–100 leads/day** depending on the day) - Use a script (provided) but speak naturally and professionally - Handle “no answer” outcomes correctly: voicemail, text/email follow-up, and reschedule attempts ### Appointment Setting + Confirmation - Book appointments on our calendar - Confirm the appointment and send reminders to reduce no-shows - Collect basic notes (best callback time, needs, current coverage situation at a high level) ### CRM / Spreadsheet Updates (Critical) - Update our CRM/spreadsheet after every contact with clean notes: - outcome, next step, date/time, and priority - Keep follow-up lists clean so no lead gets missed ### Light Admin Support (As Needed) - Organize inbox messages related to leads/appointments - Flag urgent client issues for the agent immediately ## Ideal Candidate - Experience as a VA, appointment setter, or call center rep - **Medicare / health insurance / life insurance experience is a plus** - Comfortable speaking with seniors and keeping a calm, helpful tone - Strong attention to detail (accuracy matters more than “speed”) - Can follow a process and still think independently when needed ## Requirements (Must Have) - Strong spoken English + professional phone presence - Reliable internet + quiet workspace + headset - Able to overlap **4–7 hours/day with US Central Time (Texas)** - Comfortable using CRMs, spreadsheets, and calendars - Understands privacy and confidentiality (HIPAA awareness is a plus) ## Important Notes - This is **not** spam or robocalling - We prioritize **quality follow-up** and **clean documentation** - If you miss follow-ups, this role won’t be a fit (we’re serious about consistency) ## Phase 1 Trial - Paid trial period (short) focused on: - call handling - appointment setting accuracy - CRM notes quality - follow-up completion ## To Apply Please include: 1) Your location + hours you can overlap with **US Central Time** 2) A brief summary of your VA/calling experience 3) Any Medicare/insurance background (if applicable) 4) A 1–2 minute voice note (English) introducing yourself 5) Your internet speed + confirmation you have a headset 6) Answer: “How do you track 50–100 leads/day and make sure none are missed?”

Project ID: 40410778

About the project

5 proposals

Remote project

Active 15 days ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

5 freelancers are bidding on average ₹1,800 INR/hour for this job

@zayertech

From organizing inbox messages to communicating with seniors, my skills and experience as a Virtual Assistant align perfectly with your needs. As an experienced VA, I have worked in telemarketing and lead generation, handling scripts just like yours with a natural and professional approach. I am comfortable with high-volume work, having the ability to manage 50-100 leads per day while maintaining the highest level of efficacy and accuracy. Lastly, senior care is at the heart of what I do. As someone who values patience, empathy, and respect, I am confident in my ability to communicate effectively with your clients. Joining your team would not only allow me to apply my well-honed skills but would be an opportunity for me to grow under the guidance of your established agency. With my central timezone hours aligned close to yours allowing seamless communication and transaction, I can understand why you'd reconsideriously choose me for this virtual assistant role.

₹1,875 INR in 40 days

5.0

(8 reviews)

6.8

@professorxwriter

Having worked as a virtual assistant for several years, I am confident with my ability to impeccably handle the tasks you mentioned in your project description. I'm experienced with Zenefits as well as various CRMs and have proven my skills working remotely. Furthermore, my proficient knowledge of Microsoft Office and Google Docs make me equipped to effectively update your spreadsheets and CRM systems without errors or delays. My past experience includes not just email handling but also chat and live call support, these experiences provided me with the ability to communicate calmly, professionally and with utmost patience. Though I haven't specifically dealt with Medicare yet, my extensive background in the insurance industry inclines me to believe that I can quickly immerse myself in your business processes. My frequent work with sensitive and highly confidential information has equipped me with an understanding of privacy protocols necessary for handling personal data which will enable me to enhance your database with accuracy and ensure compliance with any relevant health information security acts like HIPAA.

₹1,875 INR in 40 days

5.0

(2 reviews)

4.1

@sinchana0123

Hi, I am based in India and can overlap with US Central Time for 4–6 hours daily. I have experience working with spreadsheets, data tracking, and structured follow-ups, and I am comfortable maintaining accurate CRM records and ensuring no leads are missed. I am confident in my English communication and can speak clearly and professionally on calls. I am patient, organized, and able to handle follow-ups consistently, especially when working with structured scripts. To manage 50–100 leads per day, I would use a tracking system in Excel/CRM with status updates (called, no answer, follow-up, booked), along with scheduled reminders to ensure every lead is revisited and nothing is missed. I have a reliable internet connection and headset and can work in a quiet environment. Looking forward to contributing and learning in this role. Thank you.

₹1,500 INR in 40 days

5.0

(2 reviews)

0.9

@gundor

As a reliable and detail-oriented virtual assistant, I am confident in my ability to excel in the role you've posted. My extensive experience in customer service and data entry will be invaluable as I handle your high volume of leads, appointments, and update your CRM efficiently. In addition, my skills as a virtual assistant aligned well with your project needs. I am comfortable working with tools such as CRMs and spreadsheets for accurate data tracking. I understand the significance of the work you do, particularly when it comes to handling information for sensitive industries like insurance. My experience complying with HIPAA regulations coupled with my commitment to privacy and confidentiality make me an ideal candidate for this virtual assistant position. During our overlapping hours of 4-7 hours per day, I will ensure effective communication and positive interaction not only with your team but also with the seniors bracketing your clientele. I take pride in my ability to speak clearly and respectfully to clients, ensuring they feel valued and understood at all times. My goal is always to simplify processes, minimize no-shows, and build long-term relationships -qualities that align perfectly with what you're seeking in a VA.

₹1,875 INR in 40 days