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- Tasks: Support insurance operations, manage client communications, and handle policy administration remotely.
- Company: Join a well-established financial services firm based in Manchester, UK.
- Benefits: Flexible contract options, remote work, and opportunities for professional growth.
- Why this job: Gain valuable experience in the insurance sector while working in a supportive and dynamic environment.
- Qualifications: Previous experience as a virtual assistant in insurance or financial services is essential.
- Other info: Immediate start available; perfect for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
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: Or message us on WhatsApp: (63)- Tag someone who fits the bill or share this post! Key Skills Sales Experience,Time Management,Marketing,Customer Service,Communication skills,Retail Sales,Business Management,Outside Sales,Telemarketing,Insurance Sales,Medicare,Phone Etiquette Employment Type : Full Time Experience: years Vacancy: 1
Insurance VA employer: Dr Jobs
Contact Detail:
Dr Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance VA
✨Tip Number 1
Familiarise yourself with the specific insurance products and services offered in the UK. This knowledge will not only help you understand the role better but also allow you to engage more confidently during interviews.
✨Tip Number 2
Network with professionals in the insurance and financial services sectors. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your CRM skills, especially with tools like Salesforce or HubSpot. Being proficient in these systems will make you a more attractive candidate, as you'll be able to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle common scenarios in insurance operations. This could include managing client communications or dealing with policy changes, showcasing your problem-solving skills.
We think you need these skills to ace Insurance VA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance or financial services. Emphasise any previous roles as a virtual assistant and showcase your familiarity with UK insurance products.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences make you a perfect fit for managing client communications and policy administration.
Highlight Technical Skills: Mention your proficiency with CRM tools like Salesforce or HubSpot, as well as your ability to manage back-office tasks. This will demonstrate your capability to handle the technical aspects of the role effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Dr Jobs
✨Know Your Insurance Basics
Brush up on your knowledge of UK insurance, especially life insurance and critical illness policies. Being able to discuss these topics confidently will show that you understand the industry and can communicate effectively with clients.
✨Familiarise Yourself with CRM Tools
Since the role requires experience with CRM tools like Salesforce or HubSpot, make sure you are comfortable discussing your previous experiences with these platforms. If you have used any similar tools, be ready to explain how you managed client data and communications.
✨Demonstrate Strong Communication Skills
As a virtual assistant, clear communication is key. Prepare examples of how you've successfully managed client communications in the past, whether through emails, calls, or meetings. This will highlight your ability to maintain professionalism and clarity.
✨Showcase Your Attention to Detail
In this role, attention to detail is crucial for compliance with FCA and GDPR standards. Be prepared to discuss specific instances where your attention to detail made a difference in your work, such as avoiding errors in documentation or ensuring timely updates.