Job Closed

This listing is no longer active.

20four7VA logo
20four7VA

End-to-End Virtual Staffing Solutions | Hire Simply, Scale Quickly

CRM Setup & Data Management Virtual Assistant – Insurance

Executive AssistantExecutive AssistantContractRemoteJuniorTeam 51-200Since 2010H1B No SponsorCompany SiteLinkedIn

Location

Worldwide

Posted

40 days ago

Salary

0

Seniority

Junior

1 yr expEnglish

Job Description

CRM Setup & Data Management Virtual Assistant – Insurance

20four7VA

• 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)

Job Requirements

  • 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

  • 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!

Related Categories

Related Job Pages

More Executive Assistant Jobs

Sedaa logo

Administrative/Executive Assistant

Sedaa

Sedaa is a full-service human resources solutions company founded in 2000 to drive 21st-century business transitions and transformations by building employee capabilities and organ

Role Description This role can be fully remote or hybrid, we are very flexible. No fixed onsite days required. Anywhere in the US is fine, but preferably in Seattle/Bellevue office. - Performs executive support activities for two executives, ensuring the efficient operation of their offices and enabling leaders to focus on strategic priorities. - Core responsibilities include managing complex calendars and meeting scheduling, and arranging domestic and international travel. - Serves as the primary point of contact for customer outreach and follow‑up for one executive. - Deliver executive-level written communication and blogs as requested. - Previous customer working experiences preferred. Qualifications - Strong organizational skills. - Excellent written and verbal communication skills. - Ability to manage multiple tasks and priorities. Requirements - Experience in an administrative or executive assistant role. - Proficiency in calendar management and travel arrangements. - Familiarity with customer outreach practices. Benefits - Flexible work environment. - Competitive annual pay rate of $36K - $38K.

United States
$36K - $38K / year
Job Closed
Winning Assistants LLC logo

Executive Virtual Assistant – Marketing, Operations Support

Winning Assistants LLC

We provide virtual assistants from the top 1% global talent pool to help companies scale & streamline operations.

Full TimeRemoteTeam 51-200H1B No Sponsor

• Support digital sales and marketing efforts in coordination with a third-party agency. • Help manage schedules, track leads, handle communication, and keep things organized. • Coordinate executive schedules, appointments, and meetings (internal & external). • Prepare meeting agendas, take notes, and document follow-up action items. • Monitor and organize inboxes; flag and respond to time-sensitive messages. • Draft, format, and send professional emails and internal memos. • Review and reconcile transactions in QuickBooks Online. • Support bi-weekly payroll review and submissions via platforms like Rippling.

Philippines
$7 - $8 / hour
Job Closed
Winning Assistants LLC logo

Virtual Assistant – CRM, Outreach, Digital Operations

Winning Assistants LLC

We provide virtual assistants from the top 1% global talent pool to help companies scale & streamline operations.

Part TimeRemoteTeam 51-200H1B No Sponsor

• Maintain timely and accurate CRM updates • Collect, organize, and track donation data from the past year • Assist with issuing year-end donor receipts • Support and help complete the CRM transition from Neon CRM to CiviCRM • Work closely with leadership to learn systems collaboratively during the transition • Ensure accurate donor records and clean data management • Create and edit designs using Canva • Assist with social media management • Support outreach efforts for sponsors and partners • Help improve communications and outreach strategies to support organizational growth *This is a flexible, evolving role. Workload may fluctuate by month, and expectations will be reviewed and adjusted after the first few months to ensure mutual benefit.*

Philippines
$5 - $6 / hour
Job Closed
Webflow logo

Executive Assistant – Operations Support

Webflow

Webflow is the way to design, build, and launch powerful websites visually — without coding.

Part TimeRemoteTeam 501-1,000Since 2013H1B Sponsor

• Capture leads from all channels and enter them into Stageforce/CRM so no leads are lost • Organize and categorize inbound leads inside the CRM • Respond to new leads quickly, ideally same day or next day, to keep them warm in a fast-moving real estate environment • Call or follow up with leads after form submissions to gather missing details and make the first point of contact • Qualify and filter leads so Dani only spends time on stronger-fit prospects • Create soft proposals in Canva using Dani’s existing template and criteria • Send proposals and manage follow-up communication after proposals go out • Track accepted proposals and support next steps once clients sign and pay • Handle contract renewal outreach for staged homes coming up on end dates, including checking whether to send an extension invoice or schedule destaging pickup • Support basic invoicing and admin follow-up tied to signed projects and renewals • Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity

Philippines
$750 / month