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Insurance Virtual Assistant Jobs in Florida (NOW HIRING)

KC CAFE TEAM LEAD - NAPLES

Naples, FL ยท On-site

$16.50 - $20/hr

Life & Disability Insurance * Voluntary Insurance (Accident, Hospital, Critical Care, etc ... Complete your short video interview with our AI Virtual Assistant * Recruiter Review * Your ...

Work directly with insurers, adjusters, and corporate clients * Assist with trial preparation and ... Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified ...

Guided Virtual Tour Specialist

Melbourne, FL

$15.75 - $20.75/hr

... * Assist Percepta leadership in working with the CX Team to manage the overall execution of this ... Health/Dental/Vision/Life Insurance * Flexible Spending Account (FSA) and Health Savings Account ...

Guided Virtual Tour Specialist

Melbourne, FL

$15.75 - $20.75/hr

... * Assist Percepta leadership in working with the CX Team to manage the overall execution of this ... Health/Dental/Vision/Life Insurance * Flexible Spending Account (FSA) and Health Savings Account ...

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Insurance Virtual Assistant information

What are Insurance Virtual Assistants?

Insurance Virtual Assistants are remote professionals who support insurance agencies or agents with administrative, customer service, and clerical tasks. Their duties can include managing emails, scheduling appointments, handling data entry, assisting with claims processing, and maintaining client records. By taking over routine tasks, they help insurance professionals focus on sales and client relations, boosting efficiency and productivity. Many insurance companies hire virtual assistants to provide flexible, cost-effective support without needing in-office staff.

What are the key skills and qualifications needed to thrive as an Insurance Virtual Assistant, and why are they important?

To thrive as an Insurance Virtual Assistant, you need a solid understanding of insurance processes, strong organizational skills, and prior administrative or customer service experience. Familiarity with CRM software, insurance management platforms, and office productivity tools is typically required. Excellent communication, attention to detail, and the ability to multitask remotely are standout soft skills. These competencies ensure efficient client support, accurate documentation, and smooth workflow management in a virtual insurance environment.

What is the difference between Insurance Virtual Assistant vs Insurance Customer Service Representative?

AspectInsurance Virtual AssistantInsurance Customer Service Representative
CredentialsBasic administrative skills, familiarity with insurance terminologyCustomer service skills, insurance knowledge, sometimes licensing
Work EnvironmentRemote, freelance or contract basisOffice or call center, in-person or remote
Employer & Industry UsageInsurance agencies, brokers, online platformsInsurance companies, agencies, customer support centers
Common Search & Comparison IntentAdministrative support, virtual assistance rolesCustomer support, claims handling, policy inquiries

While both roles support the insurance industry, an Insurance Virtual Assistant primarily handles administrative tasks remotely, whereas an Insurance Customer Service Representative interacts directly with clients, often in a call center or office setting. The virtual assistant role offers flexibility and focuses on administrative efficiency, while the customer service role emphasizes direct client communication and support.

What are the main responsibilities of an Insurance Virtual Assistant on a typical workday?

An Insurance Virtual Assistant typically manages tasks such as responding to client inquiries, processing insurance applications, scheduling appointments, preparing policy documents, and maintaining client records. They often support insurance agents or brokers by handling administrative duties, following up on leads, and ensuring all paperwork is accurate and compliant. Collaboration is mostly remote, so strong communication skills and the ability to work independently are essential. Additionally, adapting to various software platforms used in the insurance industry is a common part of the role.
What are popular job titles related to Insurance Virtual Assistant jobs in Florida? For Insurance Virtual Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Insurance Virtual Assistant jobs in Florida look for? The top searched job categories for Insurance Virtual Assistant jobs in Florida are:
What cities in Florida are hiring for Insurance Virtual Assistant jobs? Cities in Florida with the most Insurance Virtual Assistant job openings:
Infographic showing various Insurance Virtual Assistant job openings in Florida as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 76% In-person, and 24% Remote job distribution.
Storage Assistant Manager/Virtual Agent - FL17

Storage Assistant Manager/Virtual Agent - FL17

Prime Storage Group

Pensacola, FL โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Prime Storage rating

6.1

Company rating: 6.1 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

11th of 27 rated removal and storage companies


Job description

Overview

Prime Group Holdings, LLC is a vertically integrated private equity real estate firm specializing in self-storage and other alternative real estate asset classes.

Withย $6.7ย billion in assets under management, Prime Group is among theย largest private owners and operators of self-storage properties globally, with a portfolio ofย 320+ self-storage assetsย acrossย 28 U.S. states,ย three Canadian provinces, and theย U.S. Virgin Islands, totalingย 24+ million rentable square feet. The firm managesย three flagship fundsย on behalf of a global investor base, includingย Prime Storage Fund III, the largest self-storage dedicated fund ever raised.

Headquartered inย Saratoga Springs, NY, Prime Group employsย 700+ professionalsย and maintains a regional office inย Jupiter, FL and Manhattan, NYย along with investment originations offices inย Denver, CO; Hackensack, NJ; Yorktown, VA; and Calgary, Alberta. The firm'sย 21-person senior leadership teamย is supported by specialized teams across sourcing and acquisitions, asset and portfolio management, compliance and legal, property management, information technology, transactions and financing, marketing, accounting, training, and other core functions.

Prime Group's performance is rooted in a culture ofย respect, teamwork, ethical business practices, accountability, and persistence. The firm places significant value on the relationships it has built with customers, employees, investors, and stakeholders. PitchBook has recognized Prime Group as one of theย top 10 real estate value-add fund managersย in itsย 2023 Global Manager Performance Score League Tables.

Responsibilities
  • Conduct professional phone, email, virtual, and in-person interactions with existing and prospective customers.
  • Convert telephone, online, and walk-in inquiries into rentals.
  • Rent self-storage units, parking spaces, and related products.
  • Upsell moving and packing supplies and assist customers with unit sizing decisions.
  • Provide accurate information regarding company properties, services, and processes.
  • Respond promptly and effectively to customer inquiries, emails, and voicemails.
  • Resolve customer concerns and issues in a timely and professional manner.
  • Maintain accounts receivable through payment processing, collections efforts, and account follow-up.
  • Prepare and deliver daily bank deposits accurately and timely.
  • Generate daily revenue and operational reports utilizing Microsoft Excel.
  • Maintain accurate customer and property records while safeguarding confidential information.
  • Perform routine property inspections, including lock checks and identifying areas requiring attention.
  • Ensure company standards for cleanliness, appearance, and safety are consistently maintained.
  • Perform basic maintenance duties, including cleaning offices, hallways, and restrooms, changing light bulbs, weeding, and operating basic power tools as needed.
  • Utilize company software, web-based tools, and communication systems effectively.
  • Report technology, communication, or equipment issues promptly.
  • Manage multiple priorities in a fast-paced environment while meeting deadlines and performance expectations.
  • Work independently and collaboratively to achieve company goals.
  • Perform additional duties and special projects as assigned.
Qualifications
  • High School Diploma, GED, or equivalent required.
  • 1-2 years of experience in a customer-facing environment required.
  • Sales experience preferred, including phone sales or consultative sales experience.
  • Strong customer service, interpersonal, and communication skills, both written and verbal.
  • Ability to multitask, prioritize work, and manage competing demands effectively.
  • Strong attention to detail and commitment to accuracy.
  • Proficiency in Microsoft Office applications, including Outlook and Excel.
  • Ability to learn and utilize new software applications, web-based tools, and point-of-sale systems.
  • Self-motivated with the ability to work independently and as part of a team.
  • Strong problem-solving and critical-thinking skills.
  • Ability to maintain confidentiality and handle sensitive information appropriately.
  • Ability to perform routine maintenance duties and lift up to 50 pounds.
  • Valid driver's license, current insurance, and reliable transportation required.
  • Ability to travel to various locations as needed.
Benefits
  • A healthy work/life balance; most of our facilities are closed by 6:00 pm and closed on Sundays
  • Competitive pay and bonus opportunities
  • Health, dental, life, vision, short-term disability and long-term disability insurance
  • A 401(k) program with a company "matching" policy
  • Paid time off and paid holidays
  • Career advancement opportunities

SCHEDULE

  • Two (2) days per week onsite as an Assistant Manager (10:00 AM - 6:00 PM)
  • Three (3) days per week as a Virtual Agent with a flexible schedule between 8:00 AM and 8:00 PM
  • Flexibility to work additional hours, travel to nearby locations, and assist with business needs as required

EQUAL OPPORTUNITY EMPLOYER STATEMENT

Prime Group Holdings is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Pay RangeUSD $18.00 - USD $22.00 /Hr.Employment Type: FULL_TIME