Virtual Operations Assistant (Remote, Part-Time)

About the role

We are a growing independent insurance agency based in the United States and are building a high‑performing remote operations team. This part‑time, long‑term position supports daily agency functions and offers a clear path for career growth.

Key responsibilities

• Support daily agency operations and administrative tasks.
• Manage candidate pipelines, schedule interviews, and coordinate virtual team huddles.
• Communicate with candidates and agents via phone, email, and messaging platforms.
• Perform data entry and maintain CRM pipelines.
• Create, organize, and maintain digital files and documents.
• Follow standard operating procedures and report to the Operations Lead.
• Handle additional tasks as business needs arise.

Required profile

• Excellent written and spoken English communication.
• Strong listening skills and ability to follow detailed instructions.
• Professional phone presence and comfort making/receiving calls.
• Highly organized, detail‑oriented, and reliable attendance.
• Self‑motivated, able to work independently, and quick to learn new systems.
• Willingness to grow with the company long‑term.

Required skills

• Microsoft Outlook – email management and scheduling.
• Google Drive – file storage and sharing.
• Google Sheets – data entry, tracking, and reporting.
• Video‑conferencing platforms (Zoom or similar).
• Instant messaging platforms (WhatsApp, Telegram or similar).
• Cloud‑based CRM systems (any CRM experience).
• Project‑management or task‑management tools.
• Digital document management (creation, editing, organization).
• Digital document signing platforms (experience preferred).
• Online learning‑management systems (experience preferred).
• Time‑tracking and productivity‑monitoring software.
• AI tools such as ChatGPT, Claude, or similar.
• Smartphone for calls and communication.
• Updated computer system and stable high‑speed internet.

What we offer

• Competitive part‑time compensation (disclosed upon hire).
• Paid time off and sick leave.
• Health allowance after successful onboarding.