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Insurance Virtual Assistant Jobs in Ohio (NOW HIRING)

Schwans

Maintenance Technician

Sidney, OH · On-site

$25 - $42/hr

... insurance, virtual physical therapy assistance, and caregiving support If you are interested in ... tools and equipment. * Assist with equipment setup, teardown, welding, fabrication, and ...

SCHWAN'S

Maintenance Technician

Sidney, OH · On-site

$25 - $42/hr

... insurance, virtual physical therapy assistance, and caregiving support If you are interested in ... tools and equipment. * Assist with equipment setup, teardown, welding, fabrication, and ...

Opportunities

Senior Virtual Loan Processor

Columbus, OH · On-site

... insurance documentation, payoffs, tax transcripts and other reports as needed for each loan file ... * Assist with application and phone volume overflow from as needed * Perform outbound calling as ...

Buckle

Assistant in Training

Cincinnati, OH · On-site

$18 - $22/hr

The Assistant Manager Position is a progression from the AIT position and therefore includes ... to virtual care. Dental and Vision Insurance Preventive and routine dental and vision care to ...

The Buckle, Inc.

Assistant in Training

Cincinnati, OH

$18 - $22/hr

... to virtual care. Dental and Vision Insurance Preventive and routine dental and vision care to ... assist in leading, directing, motivating and educating new Teammates to meet and achieve Buckle ...

The Buckle

Assistant in Training

Cincinnati, OH · On-site

$18 - $22/hr

The Assistant Manager Position is a progression from the AIT position and therefore includes ... to virtual care. Dental and Vision Insurance Preventive and routine dental and vision care to ...

Buckle

Assistant in Training

Cincinnati, OH · On-site

$18 - $22/hr

The Assistant Manager Position is a progression from the AIT position and therefore includes ... to virtual care. Dental and Vision Insurance Preventive and routine dental and vision care to ...

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Insurance Virtual Assistant information

What is an insurance virtual assistant?

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 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 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 popular job titles related to Insurance Virtual Assistant jobs in Ohio?

For Insurance Virtual Assistant jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Insurance Virtual Assistant jobs in Ohio look for?

The top searched job categories for Insurance Virtual Assistant jobs in Ohio are:

What cities in Ohio are hiring for Insurance Virtual Assistant jobs?

Cities in Ohio with the most Insurance Virtual Assistant job openings:

Insurance Virtual Assistant jobs near you
Infographic showing various Insurance Virtual Assistant job openings in Ohio as of September 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 57% In-person, and 43% Remote job distribution.

Virtual Teller / Communication Center Representative

Columbus Grove, OH • On-site, Remote

The Union Bank Co
See more jobs at The Union Bank Coexternal

$14.25 - $18.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

We want U to be part of our team!
Join a Community That Cares - Grow Your Career at The Union Bank Company!
Benefits offered:
  • Medical, Dental, Vision Insurance
  • Employee Stock Ownership Plan (w/ company match)
  • Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)
  • Tuition Reimbursement
  • And more!

We are currently searching for a Virtual Teller / Communication Center Representative to work onsite at our Operations Center in Columbus Grove, OH!
Under the direction of the Client Service Experience Manager, the Virtual Teller / Communication Center Representative provides experience to bank customers of all subsidiaries in an efficient and professional manner. This includes but is not limited to basic cash receipt and payment services, referral of products via the telephone or email, researching and resolving customer requests and answering customer inquiries regarding account maintenance, balance transfers, stop payments, statement requests, etc. Additionally, this person performs quality control functions, reporting, performance tracking, and provides a variety of customer savings, checking and credit account transactions via the ITM.
Virtual Teller & Customer Service Responsibilities:
  • Be able to perform all duties of a Virtual Teller.
  • Is responsible for comprehensive, prompt and efficient customer transactions.
  • Assist customers with resolution of account problems and issues.
  • Receives checks for cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
  • Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
  • Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enter payments into computer. Generates customer receipts.
  • Receives and fields incoming chat messages from clients.
  • Research and resolve customer inquiries.
  • Comply with all department and company policies and procedures.

Communication Center Representative & Customer Service Responsibilities:
  • Receives and fields incoming customer service calls from customers.
  • Research and resolve customer inquiries.
  • Possesses knowledge of different deposit and loan procedures, different overdraft philosophies, different titling issues, and different ATM/debit card procedures of multiple banks. Possess knowledge of all the bank's online products including any new technology. Should have knowledge of varying rates, fees, regulatory information and fund availability and varying state laws, personnel and geographic areas.
  • Responsible for knowledge and expertise in utilizing technology and numerous software packages used by the bank.
  • Accepts inbound and may make outbound calls to develop client relationships and to sell credit and deposit services. Provides follow-up to ensure sales and customer satisfaction.
  • Cross-sell financial institution products and services, as required.
  • Follows up with customer e-mails.
  • Responsible for customer service functions related to the bank's online presence including, but not limited to:
    • Online Banking - Business and Personal - respond to customer questions, monitor functions.
    • Mobile Banking and Zelle - respond to customer questions, monitor functions.

Operations:
  • Keep abreast of changes in products, policies and procedures, and attend training as needed.
  • Reports malfunctions of ITM and other equipment used by Virtual Tellers.
  • Contribute to the fulfillment of department and company objectives and goals.
  • Performs other duties as assigned.
  • High School diploma or GED required.
  • Prefer 1 year experience in related position in a financial institution or at least 1 year of customer service experience.
  • Must have the capacity to work under stress, have the ability to multi-task and handle difficult situations in a professional and respectful manner.
  • Flexibility to work until 7pm some days, often with short notice.

**It is encouraged that all applicants attach a resume when applying.
The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see Human Resources should you have any questions about this policy or these job duties.

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