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Insurance Virtual Assistant Jobs in Rochester, NY

MRI Technologists will assist radiologists with patient procedures and respond to physician ... ReviveHealth Virtual Care: Available immediately. Receive free, 100% company paid, virtual care ...

Responsible for day-to-day support of desktop Microsoft Windows in a closed environment, virtual ... as required Assist with RMF and ICD 503 compliance as required by security Utilize excellent ...

Handle inbound / outbound phone activity to assist architects, designers, custom home builders ... Perform virtual trainings to architects and builders on our products and services offered * Support ...

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Insurance Virtual Assistant information

See Rochester, NY salary details

$11

$24

$33

How much do insurance virtual assistant jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for insurance virtual assistant in Rochester, NY is $24.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $27.02 per hour, depending on experience, location, and employer.

How much do virtual insurance agents make?

Virtual insurance agents typically earn between $30,000 and $60,000 annually, with experienced agents or those working independently potentially earning higher commissions. Compensation often includes a combination of base pay, commissions, and bonuses, and success depends on sales skills and client base growth.

Can you be a VA with no experience?

Yes, an Insurance Virtual Assistant can often start with little to no prior experience, as many employers provide training on insurance policies, software tools, and customer service skills. Basic computer proficiency, strong communication, and a willingness to learn are typically sufficient to begin in this role.

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.

Can you make 10k a month as a virtual assistant?

An insurance virtual assistant can potentially earn $10,000 a month, but it depends on factors such as experience, specialization, client base, and hours worked. High earnings typically require advanced skills, efficient time management, and working with multiple clients or high-paying insurance companies. Most virtual assistants earn less than this amount, but top earners in specialized niches can reach or exceed it.

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 insurance do I need as a virtual assistant?

As a virtual assistant, you typically need general liability insurance to protect against client claims and professional liability insurance if providing specialized services. Workers' compensation insurance is usually not required unless you have employees, and health insurance is optional but recommended for personal coverage. Having appropriate insurance helps manage risks associated with client work and enhances professionalism.
What are popular job titles related to Insurance Virtual Assistant jobs in Rochester, NY? For Insurance Virtual Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What cities near Rochester, NY are hiring for Insurance Virtual Assistant jobs? Cities near Rochester, NY with the most Insurance Virtual Assistant job openings:
Block Advisors Tax Advisor - Immediate Hire

Block Advisors Tax Advisor - Immediate Hire

H&R Block

Rochester, NY โ€ข On-site

$80/hr

Full-time

Retirement

Re-posted 7 days ago


Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$15.50/Hr.-$80.00/Hr.
Sponsored Job
#31417