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Virtual Assistant Intake Jobs in Milwaukee, WI (NOW HIRING)

Director, Print & Mail Operations

Milwaukee, WI · Hybrid

$122K - $184K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... virtual work in the contiguous states plus AK. The opportunity: We are seeking a Director, Print ... mail, document intake, scanning, and digitization functions. Reporting to the Assistant Vice ...

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How much do virtual assistant intake jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for virtual assistant intake in Milwaukee, WI is $24.04, 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.

What is a virtual assistant intake?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What are the key skills and qualifications needed to thrive as a virtual assistant intake?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by virtual assistant intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What are popular job titles related to Virtual Assistant Intake jobs in Milwaukee, WI?

For Virtual Assistant Intake jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Virtual Assistant Intake jobs in Milwaukee, WI look for?

The top searched job categories for Virtual Assistant Intake jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Virtual Assistant Intake jobs?

Cities near Milwaukee, WI with the most Virtual Assistant Intake job openings:

Infographic showing various Virtual Assistant Intake job openings in Milwaukee, WI as of June 2026, with employment types broken down into 100% Full Time. Highlights an 49% In-person, and 51% Remote job distribution, with an average salary of $50,000 per year, or $24 per hour.

Director, Print & Mail Operations

Sun Life Financial, Inc.

Milwaukee, WI • On-site

$122K - $184K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

90th of 309 rated insurance


Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.
The opportunity: We are seeking a Director, Print & Mail Operations to lead Sun Life's enterprise print and mail operations across the U.S. This is a highly visible leadership opportunity for an experienced operations leader who can deliver reliable, compliant, and efficient document services across high-volume print, mail, document intake, scanning, and digitization functions.
Reporting to the Assistant Vice President, you will oversee facilities in Milwaukee, WI; Kansas City, KS; and Wellesley, MA, while leading managers who are responsible for day-to-day site performance. You will play a key role in strengthening operational consistency, building leadership capability, improving employee trust and engagement, and ensuring the function continues to meet evolving business, regulatory, and client communication needs.
Primary location is Milwaukee, WI. Regular travel is required to operational facilities in Kansas City, MO and Wellesley, MA.
How you will contribute:
  • Set the vision and direction for multi-site print and mail operations, ensuring Sun Life delivers reliable, compliant, and efficient document services across inbound mail, scanning, digitization, print production, finishing, and outbound distribution.
  • Develop strong site leaders and engaged teams by building trust, reinforcing accountability, improving delegation, and creating a culture of performance, coaching, and continuous improvement.
  • Serve as the senior operational decision-maker for production priorities, service risks, escalations, business continuity needs, and issues that impact clients, teams, or enterprise partners.
  • Raise the bar on operational excellence by improving quality, turnaround time, consistency, controls, throughput, and service reliability across facilities.
  • Accelerate modernization through automation, digitization, workflow optimization, cost discipline, and data-informed decisions that reduce friction and improve how work gets done.
  • Influence business, technology, procurement, finance, vendor, and operational partners to strengthen compliance, privacy, audit readiness, risk management, and alignment to evolving business needs.

What you will bring with you:
  • Significant experience leading complex corporate in-plant print and mail operations, preferably within a regulated or high-volume document processing environment such as financial services, insurance, healthcare, government, or education.
  • Proven success leading people leaders and multi-site teams.
  • Strong knowledge of end-to-end print and mail operations, including quality, turnaround time, service delivery, controls, and business continuity.
  • Demonstrated ability to build trust, coach managers, address performance gaps, and develop leadership capability across teams.
  • Experience driving transformation, automation, digitization, workflow improvement, cost management, and vendor performance.
  • Strong communication, stakeholder management, risk awareness, and operational judgment; bachelor's degree or equivalent experience preferred.

Salary:
$122,700-$184,100
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Office Administration
Posting End Date:
13/09/2026

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