Virtual Administrative Coordinator – Agent Onboarding

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee ongoing communication with potential and newly recruited insurance agents, primarily through text messaging.

• Track agents' advancement through the onboarding process, which includes:

• ○ Scheduling exams

• ○ Preparing for exams

• ○ Obtaining licenses

• ○ Completing contracting procedures

• Perform regular follow-ups (usually every 2–3 days) to keep agents engaged and motivated during the onboarding journey.

• Address inquiries and deliver the necessary onboarding information tailored to each agent's current phase.

• Direct qualified prospects to the appropriate subsequent steps, such as:

• ○ Arranging follow-up calls

• ○ Providing exam registration details

• ○ Starting contracting paperwork for licensed agents

• Keep precise notes and update all communication records within the company's CRM/database.

• Support weekly lead follow-up after Thursday opportunity overview calls.

• Assist in scheduling meetings between interested candidates and leadership when necessary.

• Take on additional administrative responsibilities as the business expands.

⛳️ Requirements

• Exceptional written English communication skills.

• Strong organizational and time-management skills.

• Ability to manage multiple conversations at once.

• Detail-oriented with solid record-keeping abilities.

• Proactive and consistent in follow-up efforts.

• Willingness to learn internal onboarding processes and workflows.

• Capability to work independently while maintaining regular communication with leadership.

• Previous experience in administrative roles, virtual assistance, customer support, or client success is preferred but not mandatory.

• Familiarity with CRMs or applicant tracking systems.

• Experience with text-based customer interactions.

• Background in scheduling and calendar management.

• Ability to swiftly learn new software and internal procedures.

🏝️ Benefits

• 100% REMOTE

• $50 birthday bonus

• $200 testimonial bonus

• $500 monthly raffle entry

• NO TRACKER. NO PROBLEM