We are an insurance, mortgage, and business lending agency looking for a proactive, detail-oriented Virtual Assistant to help with daily operations, CRM management, and marketing. You will work directly with the agency owner to streamline processes, manage leads, and support clients.
Key Responsibilities:
CRM Management: Update, manage, and organize leads, contacts, and pipelines in GoHighLevel.
Marketing Support: Create and schedule social media posts (Facebook, Instagram, TikTok, LinkedIn).
Lead Generation: Research and qualify leads for insurance, mortgage, and lending products.
Client Support: Respond to emails, text messages, and follow-up with leads.
Document Handling: Assist in preparing quotes, proposals, and insurance applications.
Automation & Workflow: Build and maintain automation sequences for email/SMS marketing.
Data Entry: Keep records accurate and updated.
must know lead generating and cold calling, email and sms
Proven experience as a Virtual Assistant (insurance, mortgage, or real estate industry preferred).
Must have experience with GoHighLevel (GHL) or similar CRMs.
Strong English communication skills (written & verbal).
Basic graphic design skills (Canva or similar).
Familiar with social media posting and engagement.
Ability to work independently, meet deadlines, and follow SOPs.
Reliable internet connection & backup plan.
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