Home and Mortgage Insurance Virtual Assistant

About the role

We are looking for a proactive Home and Mortgage Insurance Virtual Assistant to become a key pillar of our operations. This remote position requires a detail‑oriented problem solver who can manage complex insurance workflows without constant supervision.

Key responsibilities

• Manage policy cycles: renewals, cancellations, and payment updates.
• Handle inbound and outbound calls and emails with customers and mortgage companies, including loss‑payee changes.
• Proactively follow up on missed payments and collections via phone and email.
• Navigate multiple insurance carrier platforms, our CRM, and Google Workspace efficiently.
• Ensure data integrity through precise data entry and policy detail updates.
• Provide general administrative support such as inbox management and scheduling.

Required profile

• Strong “figure‑it‑out” attitude; able to build processes independently.
• High integrity and discretion when handling sensitive data (SSNs, payments, insurance information).
• Prior experience with insurance carrier systems and terminology is a major plus.
• Professional, clear, and empathetic communication in English, both verbal and written.
• Reliable high‑speed internet and a quiet workspace for calls.

Required skills

• Google Workspace (Gmail, Drive, Sheets, etc.)
• CRM systems
• Email management tools
• Insurance carrier platforms

What we offer

• Starting rate of $6.00 per hour
• Annual bonus equal to one month’s pay
• Retention bonus and performance‑based raises at month 3, year 1 and year 2