Insurance VA (Remote Job)

JTCCS Careers; Manchester; Remote; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm based in Manchester is seeking an experienced Insurance Virtual Assistant to support daily operations. This remote role involves managing back-office tasks and client communications. Candidates should have a solid background in UK insurance, excellent communication, and experience with CRM tools. Interested applicants should send their resumes to the provided email.

Qualifications

• Previous virtual assistant or admin experience in insurance or financial services.
• Familiarity with UK life insurance and general insurance.
• Excellent communication skills in English.

Responsibilities

• Manage calendars and communications for insurance advisers.
• Support onboarding process for new insurance clients.
• Maintain CRM records with accurate policy data.

Skills

Virtual assistant experience

Client communication

Attention to detail

Tools

CRM tools

Job description

Contract Type: Permanent or Freelance options

Overview

We're looking for an experienced Insurance Virtual Assistant to support our client, a well-established financial services firm based in Manchester, UK, with their day-to-day insurance operations. This role is ideal for someone with a background in UK insurance or financial services, who is confident managing back-office tasks, client communications, and policy administration remotely.

Key Responsibilities

• 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

Required Skills & Qualifications

• 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

Interested? Please send your resume to: [e-mail]