Are you a detail-oriented Virtual Assistant with a talent for keeping operations running smoothly?
Join our dynamic team as an Operations & Underwriting Support VA and be the backbone of our client management and training efforts. This is the perfect opportunity for a proactive professional with exceptional organizational skills and a proven background in client-facing or operations. This position starts part-time and has the potential to transition to a full-time role.
Apply now and proceed to our Indeed page.
Don’t have an Indeed account? You may complete the form and submit your CV using our VA Application Page.
We’re looking for a detail-oriented Virtual Assistant to join our team. You’ll be the backbone of our client management and training efforts, handling everything from client requests to team coordination. This role starts part-time with the potential to move to a full-time position.
What You’ll Do:
What You’ll Do:
- Client & Underwriting Support: Track policy statuses, handle inbound client requests (forms, signatures), and maintain our client pipeline.
- Community & Training: Manage daily community updates, organize training materials, and track agent engagement.
- Coordination: Manage the CEO’s calendar, schedule meetings, and ensure smooth handoffs between internal teams.
Must-Haves:
- Proven experience in a client-facing or operations role.
- Proficiency in GoHighLevel (GHL), Zoom, Slack, and Google Suite.
- Exceptional organizational skills and professional communication.
- Experience in the life insurance, wealth advisory, or online coaching industries is a major bonus.
- Ability to work independently and transition to full-time if needed.
Work Hours: Starting between 7:00 AM and 7:30 AM EST.
$4.5 to $5 an hour
$4.5 to $5 an hour
This job is Expired