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Insurance Virtual Assistant Jobs (NOW HIRING)

Comprehensive benefits including 100% employer-funded medical and dental insurance premiums, a ... Virtual Care Home Equipment Bundle The starting annual salary for this position is $280,000 which ...

CA ITKO LISA

Montvale, NJ

$22.25 - $29.75/hr

In addition, our industry expertise and knowledge within financial services, Insurance, Telecom ... Virtual Models Additional Information FULLTIME/PERMANENT & ONSITE

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Insurance Virtual Assistant information

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How much do insurance virtual assistant jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for insurance virtual assistant in the United States is $24.40, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $27.40 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.
More about Insurance Virtual Assistant jobs
What cities are hiring for Insurance Virtual Assistant jobs? Cities with the most Insurance Virtual Assistant job openings:
What states have the most Insurance Virtual Assistant jobs? States with the most job openings for Insurance Virtual Assistant jobs include:
Infographic showing various Insurance Virtual Assistant job openings in the United States as of July 2026, with employment types broken down into 76% Full Time, 19% Part Time, and 5% Contract. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $50,749 per year, or $24.4 per hour.
Virtual Assistant - Bilingual Spanish speaking (on site)

Virtual Assistant - Bilingual Spanish speaking (on site)

Citizens Bank

Johnston, RI • On-site, Remote

$24.04/hr

Full-time

Medical, Dental, Retirement

Re-posted 4 days ago


Job description


Starting Pay rate: $24.04 hourly
Be a part of one of the most exciting new delivery channels at Citizens. Transactions aren't at the heart of banking - relationships are. You look customers in the eye and greet them through a virtual video session with a smile - just like you would a friend or a neighbor. Whether you're processing transactions, giving advice and meeting customers needs, or collaborating with your branch team, you provide a memorable, meaningful experience to every customer, every day.
As a Citizens Virtual Assistant, you will be the first line of contact with our valued Citizens customer through a new delivery channel called Interactive Teller Machine. Our mission is to help customers reach their potential no matter where they are on their journey and in this role, you will represent Citizens with a friendly, memorable, and productive customer experience. With a re-imagined banking experience, the Citizens Virtual Assistant will help to educate customers on digital and self-service opportunities, while identifying needs and making appropriate referrals. You will process a variety of routine financial transactions including cashing checks, withdrawals, facilitating deposits, and overseeing credit card and loan payments. The role processes account service and maintenance request and delivers value-add service to account holders like new account opening and lending advice in compliance with our bank policies, guidelines, and procedures to effectively manage risk.
What you'll do
Ensure our customers are extremely satisfied with every interaction:
  • Be the face of Citizens, be professional, friendly and helpful with every interaction
  • Effectively communicate via video and chat technology
  • Respond to a variety of incoming customers interactions with a passion to deliver high quality solutions for our customers
  • Perform routine teller transactions and maintenance requests
  • Educate customers on the convenient banking options that Citizens offers; online banking, mobile banking, ATM/ITMs, etc.
  • Provide a memorable, meaningful experience to every customer
    Operational Excellence:
  • Ensure strong operational and transactional accuracy while adhering to bank policies, procedures, and regulatory requirements
  • Maintain composure and professionalism while navigating complex or challenging customer interactions and completing required documentation accurately and efficiently
  • Demonstrate flexibility and adaptability in support of changing customer and business needs

Drives sales through service:
  • Work closely with new and existing customers to understand their financial needs and deepen relationships
  • Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs
  • Make referrals to appropriate business lines for new products / services
    Be a productive and engaged member of a dynamic team:
  • Comply with all financial policies and procedures, state and local laws and regulations
  • Foster strong and effective partnerships
  • Take advantage of training and coaching to grow with Citizens in other exciting roles

What you'll get
Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community - You'll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you
Recognition & reward - You'll see your hard work rewarded with promotion, growth and new opportunities
Training & development - You'll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you
Exceptional benefits - You'll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You'll also get a discount on thousands of gyms, studios and fitness centers.
Qualifications
  • High School degree or GED required
  • Prior banking experience, processing teller transactions and recommending and referring products and services to customers
  • Positive and customer focused mindset
  • Strong listening and highly effective communication skills; ability to showcase these skills across video
  • Proficient in asking questions and identifying needs to enhance the customer relationship
  • Ability to problem solve and provide solutions to customer issues
  • Strong computer skills and comfortable using digital technology to support the delivery of business goals
  • Ability to foster relationships with teammates and partners through collaboration
  • Energetic, organized, detail-oriented and ability to multitask effectively and in a timely manner
  • Ability to work hours, which can include weekends and evenings
  • Bilingual Spanish speaking required

Hours & Work Schedule
Hours per Week: 40
Work Schedule: M, F, and Sat required, position requires working 5 days on site at our Johnston RI office
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.