CRM Setup & Data Management Virtual Assistant – Insurance

20four7VA

Remote Virtual Assistant supporting the setup of CRM systems for clients in the insurance industry. Involves data organization, CRM population, and basic automations.

Posted 5/1/2026contractRemote • 🌎 Anywhere in the WorldJuniorWebsite

About the role

Key responsibilities & impact

Support the setup and organization of a pre-built CRM system for an insurance agency
Upload and organize large volumes of client data into the CRM
Clean, reformat, and restructure spreadsheets for accurate import
Remove duplicate records and ensure data integrity
Tag and categorize contacts based on defined segments
Set up and organize basic CRM pipelines (pre-built framework)
Implement simple automations such as follow-ups and task triggers
Maintain clean, structured, and up-to-date CRM records
Standardize data formatting across all entries
Perform ongoing data audits and cleanup as needed
Review training materials and short instructional videos to execute tasks
Quickly adapt to CRM tools (Agent CRM / GoHighLevel-based systems)

Requirements

What you’ll need

1–3+ years experience with CRM systems (GoHighLevel experience a plus)
Strong proficiency in Excel / Google Sheets (data cleanup & formatting)
Experience with data entry, data migration, or CRM population
High attention to detail and accuracy
Tech-savvy with the ability to learn new platforms quickly
Strong organizational and time management skills
Ability to work independently and execute tasks efficiently
Preferred (Not Required): Experience in insurance, financial services, or similar industries
Familiarity with CRM automations and pipeline management

Benefits

Comp & perks

Competitive rates
Weekly payments
Various open roles are available
Free training and upskilling
Constant support and guidance
A vibrant community always ready to support you
And more!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM systemsdata entrydata migrationdata cleanupdata formattingCRM automationspipeline managementExcelGoogle Sheetsdata integrity

Soft Skills

attention to detailorganizational skillstime managementindependenceefficiencyadaptabilitytech-savvy