Insurance CRM & Compliance Virtual Assistant

Easy Outsource; Poland; Remote; PLN 149,000 - 241,000; Full time

Job summary

Easy Outsource is seeking a highly organized Virtual Assistant to support a busy life insurance and group benefits brokerage. The role covers administrative tasks, client communication, CRM management, and compliance-related responsibilities.

The ideal candidate has keen attention to detail, strong communication, and experience with CRM systems in regulated environments. Responsibilities include CRM/workflow management, client support, insurance case handling, and compliance tasks.

Qualifications

• Experience using CRM systems (e.g., Wealthbox, HubSpot, Salesforce, Zoho, etc.) is required.
• Previous experience in life insurance, group benefits, or a financial services environment is strongly preferred.
• Working knowledge of compliance requirements in insurance or similar regulated industries.
• Excellent written and verbal communication skills.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Proficiency with Microsoft Office, Google Workspace, and eSignature tools.

Responsibilities

• CRM & Workflow Management: Maintain and update CRM records, track application statuses, generate summaries and reports, document client notes for compliance.
• Client & Administrative Support: Schedule meetings, manage email, prepare/send documents, onboard clients, follow up on outstanding information.
• Insurance Case Support: Prepare/submit life insurance and group benefits applications, liaise with providers, organize client files.
• Compliance Assistance: Ensure documentation is collected and stored per regulations, assist audits, stay updated on compliance changes.

Skills

CRM proficiency

Attention to detail

Communication skills

Organization

Multitasking

Tools

Wealthbox

HubSpot

Salesforce

Zoho

Job description

Easy Outsource is seeking a highly organized Virtual Assistant to support a busy life insurance and group benefits brokerage. The role covers administrative tasks, client communication, CRM management, and compliance-related responsibilities.

The ideal candidate has keen attention to detail, strong communication, and experience with CRM systems in regulated environments. Responsibilities include CRM/workflow management, client support, insurance case handling, and compliance tasks.