Insurance VA

Job not on LinkedIn

August 4

Apply Now

Receive Emails with Similar Jobs

JTCCS Careers

WebsiteLinkedInAll Job Openings

Founded in June 2021, our company is passionate about empowering individuals to achieve their career goals. We offer personalized career coaching, dynamic development training, and top-notch recruitment services. Our experienced team guides individuals through customized coaching sessions, delivers skill-enhancing workshops, and connects exceptional talent with organizations.

11 - 50 employees

Founded 2021

📋 Description

• Manage calendars, client communications, and task scheduling for insurance advisers • Support the onboarding process for new insurance clients • Maintain and update CRM records with accurate policy and contact data • Schedule client review calls and send pre/post-meeting documentation • Assist with preparing, submitting, and tracking new insurance applications • Liaise with UK insurance providers for quotes, follow-ups, and policy changes • Prepare renewal notices and ensure timely policy updates • Ensure all documentation complies with FCA and GDPR standards • Keep clients informed on key policy changes, premium adjustments, and renewal dates • Generate weekly/monthly reports on client pipeline, policy status, and renewal activity • Coordinate between insurance advisers, compliance officers, and third-party providers

🎯 Requirements

• Previous virtual assistant or admin experience in insurance or financial services • Familiarity with UK life insurance, critical illness, income protection, or general insurance • Experience with CRM tools (e.g., Salesforce, Acturis, HubSpot, or Intelliflo) • Excellent written and verbal communication skills in English • Strong attention to detail and the ability to work independently