Virtual Administrative & Agent Onboarding Coordinator
A
Assist WorldInsurance
South Africa / Philippines, Thursday evenings (Eastern Time) availability requiredPart-Time
Salary500 - 800 USD per month
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Job Details
- Languages
- Excellent written English
- Required Skills
- Organizational skillsTime ManagementWritten communicationCRM
Requirements
- Excellent written English communication skills.
- Strong organizational and time-management abilities.
- Comfortable managing multiple conversations simultaneously.
- Detail-oriented with accurate record-keeping skills.
- Proactive and consistent with follow-up.
- Comfortable learning internal onboarding processes and workflows.
- Ability to work independently while maintaining regular communication with leadership.
- Previous administrative, virtual assistant, customer support, or client success experience is preferred but not required.
Responsibilities
- Manage ongoing communication with prospective and newly recruited insurance agents primarily via text messaging.
- Monitor agents' progress through the onboarding pipeline, including exam scheduling, preparation, licensing, and contracting.
- Conduct regular follow-ups (typically every 2–3 days) to keep agents engaged and motivated.
- Maintain accurate notes and update all communication records within the company's CRM/database.
- Assist with weekly lead follow-up after Thursday opportunity overview calls.
- Help schedule appointments between interested candidates and leadership when needed.
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