Virtual Administrative Coordinator – Agent Onboarding

Assist World

Virtual Administrative Coordinator supporting insurance agency's onboarding of agents via text. Managing communications and ensuring smooth onboarding processes remotely.

Posted 7/7/2026part-timeRemote • 🇿🇦 South AfricaMid-LevelSenior💰 $500 - $800 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong written communication skills and organizational abilities while managing multiple onboarding processes for insurance agents. Proficient in CRM usage and maintaining accurate records to support effective follow-up and scheduling.

Highest-signal resume keywords

Written Communication SkillsOrganizational AbilitiesCRM ExperienceScheduling ExperienceDetail-Oriented

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Record-KeepingOnboarding ProcessesExam SchedulingContractingText-Based Communication

Soft Skills

Time-ManagementProactive Follow-UpIndependent WorkEngagement Motivation

Tools & Technologies

CRMApplicant Tracking Systems

Industry Keywords

Insurance AgentsClient SuccessVirtual AssistantCustomer Support

About the role

Key responsibilities & impact

Manage ongoing communication with prospective and newly recruited insurance agents primarily via text messaging.
Monitor agents' progress through the onboarding pipeline, including:
○ Exam scheduling
○ Exam preparation
○ Licensing
○ Contracting
Conduct regular follow-ups (typically every 2–3 days) to keep agents engaged and motivated throughout the process.
Respond to inquiries and provide the appropriate onboarding information based on each agent's current stage.
Route qualified prospects to the appropriate next step, including:
○ Scheduling follow-up calls
○ Sending exam registration information
○ Initiating contracting paperwork for licensed agents
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.
Take on additional administrative tasks as the business continues to grow.

Requirements

What you’ll need

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.
Experience using CRMs or applicant tracking systems.
Experience with text-based customer communication.
Scheduling and calendar management experience.
Ability to quickly learn new software and internal processes.

Benefits

Comp & perks

100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM