Administrative Support (Insurance Background Preferred)

About Us At Root Digital Concierge, we empower business owners to reclaim their time, streamline operations, and scale their businesses through skilled and reliable Virtual Assistants (VAs). We provide U.S.-based clients with professional, pre-vetted remote talent from the Philippines, ensuring top-notch service, cultural compatibility, and long-term client satisfaction. Our mission is simple: Deliver quality, efficiency, and trust through exceptional virtual staffing solutions. Our Core Values Excellence – We go above and beyond in every task. Reliability – Consistency in delivering quality work. Integrity – Honest and transparent communication. Collaboration – Building long-term relationships with clients and team members. Growth-Oriented – Helping both clients and team members succeed. Our Services We specialize in matching Virtual Assistants with clients in a variety of industries: Medical Virtual Assistants – Support for healthcare professionals and clinics. Real Estate Virtual Assistants – Admin, lead generation, and transaction coordination. Administrative Support – Calendar management, email handling, and data entry. Social Media Management – Content creation, scheduling, and engagement. Appointment Setting – Cold calling, warm leads follow-up, and CRM updates. Customer Support – Email, chat, and phone-based assistance. Bookkeeping – Basic accounting and records management. Why Work With Us Work with U.S. clients who value your skills. Remote work flexibility while maintaining work-life balance. Ongoing training to help you grow professionally. Competitive pay based on skills and experience. Supportive environment with a dedicated operations team. Job Description This is a remote position. Key Responsibilities: Managing follow-ups with clients and partners Handling and organizing paperwork and documentation Managing and organizing email inbox communications Assisting with policy-related documents and administrative processes Providing general administrative support as needed Requirements Qualifications: Previous experience in the insurance industry (preferred) Know how to Use Airtable tool (preferred) Corporate insurance experience is a plus, but not required Strong document management and organizational skills Excellent written and verbal communication skills Detail-oriented and able to handle confidential information Ability to work independently and manage time effectively Position Details: Part-time (20 hours per week) Flexible schedule (to be discussed) Remote or hybrid options available (if applicable)