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For Companies At a Glance
- Tasks: Support insurance operations by managing client communications and back-office tasks remotely.
- Company: Established financial services firm based in Manchester, UK.
- Benefits: Flexible work options, competitive pay, and a chance to grow your skills.
- Why this job: Join a dynamic team and make a real difference in clients' insurance journeys.
- Qualifications: Experience in insurance or financial services and strong communication skills.
- Other info: Perfect for self-motivated individuals looking for remote work opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Contract Type: Permanent or Freelance options
Overview
We\’re 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? Please send your resume to: careers@jtccs.net
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Insurance VA (Remote Job) employer: JTCCS Careers
Contact Detail:
JTCCS Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance VA (Remote Job)
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and financial services sectors. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your experience in insurance and admin tasks. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by researching common questions for virtual assistant roles in the insurance sector. Role-play with a friend or use online resources to refine your answers and boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll stand out and show us you’re serious about landing that Insurance VA role. Don’t miss out!
We think you need these skills to ace Insurance VA (Remote Job)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in insurance or financial services. We want to see how your skills match the role, so don’t be shy about showcasing relevant tasks you've handled!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Insurance VA role. Share specific examples of your past work that relate to the responsibilities listed in the job description.
Show Off Your Communication Skills: Since this role involves a lot of client communication, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we love a good communicator!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JTCCS Careers
✨Know Your Insurance Stuff
Make sure you 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’re not just familiar with the industry but also genuinely interested in it.
✨Show Off Your Admin Skills
Prepare examples of how you've managed calendars, client communications, or CRM tools in previous roles. Be ready to explain how you keep things organised and ensure nothing slips through the cracks—this is crucial for a virtual assistant role.
✨Communicate Clearly
Since this role involves a lot of client communication, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and skills.
✨Be Ready for Scenario Questions
Expect questions about how you would handle specific situations, like managing a difficult client or ensuring compliance with FCA and GDPR standards. Think of real-life examples where you’ve successfully navigated similar challenges.
