CRM Setup & Data Management Virtual Assistant – Insurance
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Job Description
Remote Virtual Assistant supporting the setup of CRM systems for clients in the insurance industry. Involves data organization, CRM population, and basic automations.
Responsibilities:
- 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:
- 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!
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