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Virtual Administrative Coordinator – Agent Onboarding
Assist WorldVirtual Administrative Coordinator supporting insurance agency's onboarding of agents via text. Managing communications and ensuring smooth onboarding processes remotely.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Record-KeepingOnboarding ProcessesExam SchedulingContractingText-Based Communication
Soft Skills
Time-ManagementProactive Follow-UpIndependent WorkEngagement Motivation