Insurance VA (Remote Job)

Job Title: Insurance VA

Location: Manchester, United Kingdom

Start Date: Immediate / Flexible

Contract Type: Permanent or Freelance options

Overview:

Were looking for an experienced Insurance Virtual Assistant to support our client, a well-established

financial services firm based in Manchester, UK, with their day-to-day insurance operations. This role is ideal

for someone with a background in UK insurance or financial services, who is confident managing back-office tasks,

client communications, and policy administration remotely.

Key Responsibilities:

- Manage calendars, client communications, and task scheduling for insurance advisers

- Support the onboarding process for new insurance clients

- Maintain and update CRM records with accurate policy and contact data

- Schedule client review calls and send pre/post-meeting documentation

- Assist with preparing, submitting, and tracking new insurance applications

- Liaise with UK insurance providers for quotes, follow-ups, and policy changes

- Prepare renewal notices and ensure timely policy updates

- Ensure all documentation complies with FCA and GDPR standards

- Keep clients informed on key policy changes, premium adjustments, and renewal dates

- Generate weekly/monthly reports on client pipeline, policy status, and renewal activity

- Coordinate between insurance advisers, compliance officers, and third-party providers

Required Skills & Qualifications:

- Previous virtual assistant or admin experience in insurance or financial services

- Familiarity with UK life insurance, critical illness, income protection, or general insurance

- Experience with CRM tools (e.g., Salesforce, Acturis, HubSpot, or Intelliflo)

- Excellent written and verbal communication skills in English

- Strong attention to detail and the ability to work independently

Interested?

Send your resume to: careers@jtccs.net

Or message us on WhatsApp: (+63)-976-569-4599

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