Insurance VA (Remote Job)

JT Career Consultancy Services; Manchester; Remote; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Manchester is seeking an experienced Insurance Virtual Assistant to support daily operations. The ideal candidate will have a background in UK insurance, strong client communication skills, and experience with CRM tools. Responsibilities include managing schedules, onboarding clients, and ensuring compliance with industry standards. Send your resume to the provided email for consideration.

Qualifications

• Experience in managing back-office tasks and client communications.
• Ability to comply with FCA and GDPR standards.
• Strong organizational skills for scheduling and report generation.

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.
• Assist with preparing, submitting, and tracking new insurance applications.
• Liaise with UK insurance providers for quotes and policy changes.
• Generate weekly/monthly reports on client pipeline and policy status.

Skills

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

Job description

Job Title: Insurance VA

Location: Manchester, United Kingdom

Start Date: Immediate / Flexible

Contract Type: Permanent or Freelance options

Overview:

Were 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?

Send your resume to: [e-mail]

Or message us on WhatsApp: [phone]

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