Virtual Assistant — Life Insurance Client Retention & CRM Operations

Virtual Assistant — Insurance Client Retention & CRM Operations Platform: GoHighLevel | Communication: ---------- | Location: Remote (Philippines preferred)

About this role
I am a top-producing independent insurance agent building a team and scaling my business. I replace bad policies with better ones and help clients get coverage that actually serves them. I need a sharp, reliable VA who is going to be the backbone of my operation — someone who makes sure every deal I close stays on the books, every client feels taken care of, and nothing falls through the cracks.

This starts as a part-time role and grows into full-time as volume increases. If you perform at a high level, you will be rewarded. There is a clear path to a raise, expanded responsibilities, and long-term growth within this agency.

Hours and schedule
Starting: 10 to 20 hours per week?Growing to: 25 to 35 hours per week as volume increases?Time zone: Must be available during Las Vegas business hours (Pacific Time)

Pay
Starting rate: $4 per hour paid weekly?Performance bonus tied to persistency and retention metrics — policies staying active and in force?Raise opportunity based on performance, reliability, and expanded responsibilities?This is a role where the better you perform, the more you earn. Period.

What you will be doing
Your highest priority every single day is making sure the policies I write stay active and in force. Every deal that falls off the books costs me money. Your job is to make sure that does not happen.

Retention and policy monitoring — track every policy from submitted to approved to drafted to active. Confirm draft dates with carriers directly. Follow up immediately when a payment fails. Flag anything that puts a policy at risk before it becomes a problem.

Client care and relationship building — make welcome calls to new clients using a provided script. Conduct 90-day check-in calls. Handle pre-draft heads-up calls for new clients on their first payment. Assist clients with basic service requests — updating payment info, confirming policy details, helping them understand what to expect. You are the human touch that keeps clients feeling like family.

Cancellation support — help clients cancel their old policies through a structured process I will train you on. You coach clients through the call, confirm the cancellation number, and document everything. You do not make decisions — you follow the process.

Carrier communication — call and email carriers to confirm policy status, draft dates, policy packet delivery, and resolve open issues. You will build direct relationships with carrier support reps and know each portal inside and out.

CRM operations in GoHighLevel — enter every new deal, update pipeline stages, keep contact records clean and complete, log every client interaction, and maintain the system so it reflects reality at all times.

Google Sheets tracking — maintain a live policy tracker covering every agent on the team. Track draft dates, confirmation status, commission status, and any open issues. The sheet is your source of truth.

Team support — you track the business of all agents on the team, not just mine. Every deal, every policy, every lapse gets logged and monitored regardless of which agent wrote it.

Reporting — send a morning briefing, an end of day summary, and a weekly team summary every week without exception.

Tools you will use
---------- — our command center. You are in my voice channel for your entire shift every day.?GoHighLevel — our CRM. You will live in this system.?
Google Sheets — our policy tracker and daily log.?
OpenPhone — your US business number for all client and carrier calls. Every call is recorded.?Hubstaff — screen recording runs during your entire shift. This is non-negotiable.?
Loom — you will receive video training for every part of this role before you are expected to do it.?
Fireflies — all calls are automatically transcribed and recorded.

You are the right person for this if:
You are obsessively organized and never let a task sit unfinished.?You are comfortable on the phone and can communicate warmly and clearly with older clients.?You learn systems fast and go deep — you will not just use GoHighLevel, you will master it.?You can work independently without being managed. You own your calendar and your tasks.?You write clean, professional emails and messages with zero errors.?You handle sensitive information with complete discretion. No exceptions.?You understand that retention is revenue and take it personally when a policy falls off.?You are patient, personable, and genuinely care about making clients feel taken care of.

This is not the right role if:
You need constant supervision to stay on task.?You are uncomfortable making outbound calls to clients or carriers.?You treat this like a task-completion job rather than a business you are helping build.?You are looking for something purely administrative with no client interaction.

What the first 30 days look like
Week 1 — Training. You watch Loom videos for every part of the role, call each carrier to learn their portal directly from their support team, and shadow the daily routine.?
Week 2 — Supervised execution. You run the processes with me available to guide you.?
Week 3 — First real client calls with me listening.?
Week 4 — Solo operation with daily log review each evening.

After 30 days, if your work is clean, consistent, and proactive — we talk about expanding your hours and your pay.

To apply
Record a short Loom video (2 to 3 minutes) introducing yourself and explaining your experience with CRMs, client communication, and working independently. Tell me one system or process you built or improved in a previous role. Applications without a video will not be considered.