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Virtual Administrative & Agent Onboarding Coordinator

Assist World Philippines, South Africa

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Salary $500 - $800/mo
Posted 16 Sep 2026
Last seen 16 Sep 2026
Location Philippines, South Africa
Lifecycle mature
Grade B
This listing scored 80/100, which is a B. It lost the most ground on remote clarity. See the breakdown

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Human Resources Customer Service Entry level Mid level Part Time

About the Role
We are looking for a highly organized, detail-oriented Virtual Administrative & Agent Onboarding
Coordinator to support our growing insurance agency. This role is focused on keeping
prospective and newly recruited insurance agents engaged throughout the onboarding process,
ensuring they stay on track from initial interest through licensing and contracting.
This is an administrative and communication-focused position that requires excellent written
communication, strong organizational skills, and the ability to manage multiple follow-ups
simultaneously.
Key Responsibilities
● 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.

Qualifications

What We're Looking For

The ideal candidate is:

● Highly dependable and responsive.

Success in This Role

Success will be measured by:

This role is ideal for someone who enjoys organization, communication, and helping people stay
on track while working independently in a remote environment.

Why Join Assist World?

100% REMOTE$50 birthday bonus$200 testimonial bonusNO TRACKER. NO PROBLEM

Originally posted on Himalayas

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Where this listing came from

  1. 16 Sep 2026 Himalayas first sighting

Seen on 1 board over 0 days.