Remote Agent Onboarding & Administrative Coordinator

Assist World; Philippines; On-site; PHP 342,962 - 548,739; Part time

Job summary

Assist World is seeking a highly organized Virtual Administrative & Agent Onboarding Coordinator to support onboarding of insurance agents in a remote role. You will manage ongoing text communication, monitor progress through licensing and contracting, and conduct regular follow-ups to keep agents engaged.

The role emphasizes excellent written English, strong organization, and independent work, with potential involvement in scheduling, CRM updates, and occasional leadership coordination.

Qualifications

• Excellent written English communication skills.
• Strong organizational and time-management abilities.
• Comfortable managing multiple conversations simultaneously.
• Detail-oriented with accurate record-keeping skills.
• Proactive and consistent with follow-up.
• Comfortable learning internal onboarding processes and workflows.
• Ability to work independently while maintaining regular communication with leadership.

Responsibilities

• Manage ongoing communication with prospective and newly recruited agents primarily via text messaging.
• Monitor agents' progress through the onboarding pipeline, including exam scheduling, licensing, and contracting.
• Conduct regular follow-ups to keep agents engaged throughout the process.
• Respond to inquiries and provide onboarding information based on each agent's current stage.
• Route qualified prospects to next steps, including scheduling calls and initiating contracting paperwork.
• Maintain accurate notes and update CRM/database with communications.
• Assist with weekly lead follow-up after Thursday opportunity overview calls.
• Help schedule appointments between candidates and leadership when needed.
• Take on additional administrative tasks as the business grows.

Skills

Written English

Organizational skills

Time management

Multi-tasking

CRM experience

Independent worker

Onboarding experience

Remote work

Tools

CRM/ATS

Job description

Assist World is seeking a highly organized Virtual Administrative & Agent Onboarding Coordinator to support onboarding of insurance agents in a remote role. You will manage ongoing text communication, monitor progress through licensing and contracting, and conduct regular follow-ups to keep agents engaged.

The role emphasizes excellent written English, strong organization, and independent work, with potential involvement in scheduling, CRM updates, and occasional leadership coordination.