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- Tasks: Support insurance operations by managing client communications and back-office tasks remotely.
- Company: Established financial services firm based in Manchester, UK.
- Benefits: Flexible contract options, competitive pay, and the chance to work from anywhere.
- 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: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Contract Type: Permanent or Freelance options
We are 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
- 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:
Insurance VA in Manchester employer: JTCCS Careers
Contact Detail:
JTCCS Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance VA in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and financial services sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website showcasing your experience with CRM tools and any relevant projects. This gives potential employers a taste of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common questions related to insurance operations. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing familiar faces from our community!
We think you need these skills to ace Insurance VA in Manchester
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 the 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 directly through our website. It’s the best way for us to receive your application 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 the interviewer that you’re not just familiar with the industry but also passionate about it.
✨Showcase Your Admin Skills
Prepare examples from your past experience where you successfully managed calendars, client communications, or CRM tools. Highlighting specific instances where you improved efficiency or handled complex tasks will demonstrate your capability as an Insurance Virtual Assistant.
✨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 refine your verbal skills and ensure you come across as professional and approachable.
✨Be Ready for Compliance Questions
Familiarise yourself with FCA and GDPR standards, as these are crucial in the insurance sector. Be prepared to discuss how you would ensure compliance in your role, as this will show that you understand the importance of regulations in the industry.
