Hire cost effective Virtual Assistants for Insurance Agencies with great communication skills who are willing to work in your time zone
We’ll help you find the ideal candidate and provide support through the onboarding process
We review hundreds of candidates each week and only accept the top 2%
No hidden fees or long term contracts
I made a hire through Ataraxis a few months ago.
As it goes in any hiring process, when you meet the right person, you know immediately. I knew when I met the 5th candidate that she’d be the one.
3 weeks into her job she had a fundamental mastery of her own responsibilities. 2 weeks later, she assumed a whole new set of responsibilities on top of that. And now she’s a fully integrated part of my team.
10/10 will work with Ataraxis again.
We’ve had a really good experience working with Ataraxis. They make it easy to find talented healthcare virtual assistants, who have great attention to detail, at affordable rates. The team is very easy to work with and keeps in touch regularly, checking in to make sure everything is running smoothly and that we’re satisfied with our assistants. Overall, it’s been a smooth, professional experience from start to finish.
George has been a great help throughout this process, which was new to us. His team sourced some great candidates for us to choose from, and we are really happy with our hire. George has also conducted regular check-ins and follow-ups. He is happy to share his personal insights and experience around structuring the job description, onboarding, and getting the best out of this recruitment process. I would definitely recommend George and his business for VA solutions.
George and his team did a fantastic job placing a Talent Sourcer on my team. She’s smart, communicates well, works diligently, and is a self-starter. Bonus points, her background (10 years!) is in an industry directly adjacent to ours. As such, she was able to catch on extremely fast and onboarding her was a breeze. My only gripe is that I wish I had taken this on sooner. Thanks Ataraxis!
George reached out to me on LinkedIn, and while I rarely respond to cold outreach offering services, his approach felt thoughtful and genuine, so I decided to explore what his firm had to offer. We’ve been considering offshore talent for several years but hadn’t made the leap, as we hadn’t found the right offshore partner. Recently, we started working with Ataraxis, and it’s been a fantastic experience—they quickly sourced an exceptional contractor for our recruiting team and ran a smooth, efficient process from start to finish.
Highly Recommend!
I had the absolute pleasure of working with George, and I can confidently say that his expertise and guidance have been game-changing for my business. On our first conversation, George provided clear, actionable strategies tailored to my recruitment challenges. His deep industry knowledge, tested outreach methods, and data-driven approach set him apart.
If you’re a recruiter or business owner looking for expert-level guidance on client acquisition, outreach, and recruitment processes, I highly recommend working with George. His advice is practical, results-driven, and delivered with professionalism and genuine care for your success.
Thank you, George, for your time, insights, and the motivation to push forward with confidence!
I was pretty hesitant about hiring people offshore, but had a fantastic experience working with Ataraxis to hire a virtual recruiter for my business. They connected me with Anabel, who’s based in the Philippines and has been incredible—she’s extremely hard-working, quick to learn, and always brings a great attitude to her work. Now I’m thinking about how I can build a team around her.
The entire process with Ataraxis has been seamless, and they regularly check in to make sure I’m happy with the service they’ve provided. It’s clear they truly care about their clients’ success. I highly recommend Ataraxis to anyone looking to grow their team with quality talent!
But even the most efficient insurance teams can only manage so much. When daily tasks pile up, response times slow, policy processing gets delayed, and clients feel the impact.
A Virtual Assistant for Your Insurance Agency from Ataraxis takes on the repetitive, time-consuming work so your agents can stay focused on client relationships, policy accuracy, renewals, and closing more business.
Hiring virtual assistants for your insurance agency through Ataraxis gives you vetted, skilled support at a fraction of U.S. costs. These professionals integrate effortlessly into your workflow, managing quoting, renewals, claims follow-ups, and client communication so your licensed agents can focus on advising clients and driving revenue.
Here’s how insurance virtual assistant companies like Upwork, Fiverr, OnlineJobs.PH, and Ataraxis compare on key hiring criteria.
MBA, with 8 years of experience in healthcare, finance, and HR
MBA, with 9 years of experience in marketing, accounting, and professional services
Master’s degree, with 8 years of experience in finance, software, and consulting
MBA, with 12 years of experience in manufacturing, real estate, and hospitality
An Insurance Virtual Assistant is a trained professional who supports your insurance agency remotely. They take on the daily tasks that slow you down from policy administration to client communication, so your team can focus on underwriting, sales, and renewals.
Your Insurance VA becomes a reliable extension of your staff, using technology and established workflows to keep operations organized, compliant, and efficient. You can expect consistent, professional, full-time support tailored to how your agency runs.
A Junior Insurance Virtual Assistant has 0–2 years of experience and handles foundational tasks that help your agency stay organized. They manage inboxes, schedule client appointments, update spreadsheets, prepare documents, and assist with basic data entry related to policies or claims. They’re comfortable with tools like Google Workspace, Microsoft Office, and simple CRM systems, but may need guidance for more insurance-specific tasks.
Ideal for busy teams needing dependable help with repetitive tasks so licensed agents can focus on client relationships and revenue-driven activities.
A Mid-Level Insurance Virtual Assistant has 2–5 years of experience and can work with minimal supervision. They manage calendars, coordinate client follow-ups, prepare policy documentation, submit renewal reminders, track quotes, and assist with CRM management. They are proficient with insurance platforms, customer communication, and project coordination.
Best for agencies that want consistent operational support across multiple areas without constant oversight.
A Senior Insurance Virtual Assistant has 5+ years of experience and supports leadership-level and operations-heavy tasks. They help streamline workflows, manage complex admin processes, oversee project timelines, communicate with clients or carriers, prepare reports, maintain sensitive documents, and help train junior staff. They’re highly skilled with insurance management systems and advanced productivity tools.
Ideal for agencies that need experienced, proactive support for operations, leadership, and strategic planning.
Your ideal Insurance VA should bring strong communication skills, attention to detail, and a solid grasp of insurance workflows. You’ll appreciate working with someone who can coordinate client follow-ups, prepare quote requests, manage policy data, organize documentation, update your CRM, and support your agents with day-to-day administrative tasks. They use modern tools to streamline processes, keep information organized, and ensure nothing slips through the cracks.
Hiring the right Insurance Virtual Assistant allows you to step away from routine busywork and focus on revenue-generating activities like advising clients, handling renewals, and closing new policies. You gain more time, more flexibility, and a smoother operation that supports long-term growth for your agency.
Handle incoming client questions and provide timely, accurate responses.
Gather client details and prepare preliminary quotes for agent review.
Maintain accurate client records and update policy information in your systems.
Manage policy changes and submit endorsement requests efficiently.
Monitor upcoming renewals and send reminders ahead of deadlines.
Help organize claims documentation and follow up with clients or carriers.
Sort, label, and manage policy documents, COIs, and compliance files.
Coordinate client meetings, sales calls, and internal team schedules.
Sort incoming emails, flag priorities, and keep communication organized.
Create sales, renewal, and operational reports for leadership review.
Verify client information and complete initial onboarding steps.
Communicate with carriers and clients to ensure a smooth workflow.
Reduce overhead by hiring remote professionals, eliminating the need for additional office space or on-site equipment.
Scale support based on your agency’s needs like busy renewal months, open enrollment, or slow seasons.
Free your internal team from admin-heavy work so they can focus on closing policies, building relationships, and driving revenue.
Ataraxis does the heavy lifting by thoroughly screening and vetting virtual assistants before they’re matched with you. This means you won’t waste time sorting through unqualified candidates.
Ataraxis virtual assistants are fluent in English and skilled at communicating professionally, ensuring there’s no miscommunication in your day-to-day tasks.
Unlike many freelancers who may not align with your work hours, Ataraxis virtual assistants are willing (and happy) to work in your time zone, making collaboration seamless.
All Ataraxis VAs are college educated and have specialized experience in various fields, so you can trust them to hit the ground running.
Hiring through Ataraxis gives you access to ongoing support. If your team of virtual assistants needs adjustments, Ataraxis is there to help, unlike freelancer platforms where you’re on your own.
Freelancer platforms often attract short-term gig workers who juggle multiple client projects at the same time. Ataraxis virtual assistants are committed to building lasting partnerships with one employer, becoming a true extension of your team.
When you’re ready to hire a virtual assistant, the best location depends on the mix of cost, language skills, time-zone overlap, and talent depth your business needs. Here’s a quick tour of the best regions, each with clear advantages and a few trade-offs, to help you decide where to hire a virtual assistant who fits your workflow.
Pros:
It’s no surprise that many business owners choose to hire a Filipino virtual assistant. Candidates from this region have strong English proficiency, familiarity with western business culture, and experience working for U.S. clients. 24/7 support is also easy because night-shift work is common.
This region excels in customer service, lead generation, virtual assistance, data entry, bookkeeping, medical billing, and healthcare administrative support.
Cons:
Increasing demand for Filipino VAs is slowly pushing wages up and internet outages during typhoon season occasionally interrupt service.
*Ataraxis virtual assistants from this region have power and internet backups to minimize service interruption and are willing to work in your time zone.
Pros:
Near-shore time zones mean you can hire a virtual assistant who works the same hours as your U.S. team, reducing lag on urgent tasks. Businesses with a large Spanish-speaking customer base may also benefit from hiring bilingual virtual assistants.
This region excels in sales development, business development, digital marketing, customer success, and account management.
Cons:
Hourly rates are much higher and the talent pool is much smaller compared to the Philippines and other regions.
Pros:
Highly educated, English-first workforce with a neutral accent, which is a big plus for phone-based support, especially for U.K. and Australian companies. South Africa overlaps with U.S. mornings and U.K. afternoons, which is ideal for trans-Atlantic operations.
This region excels in virtual assistance, healthcare administrative support, sales development, business development, digital marketing, customer success, content moderation, and account management.
Cons:
Cost of talent sits between Latin America and the Philippines, trimming, but not eliminating, cost savings.
Pros:
Rapidly growing BPO sector that is less competitive compared to the Philippines and Latin America. Top candidates from this region have accents that are almost indistinguishable from U.S. based staff.
This region excels in virtual assistance, executive assistance, software engineering, accounting, data entry, social media management, and business development.
Cons:
Infrastructure and internet reliability still improving outside major hubs.
Pros:
Near-shore location for U.S companies delivers real-time collaboration for East-Coast teams and fluent English support. Very competitive operating costs versus onshore hires.
This region excels in customer service, BPO call centers, healthcare claims, technical support, and help desk support.
Cons:
Smaller population means fewer specialised VAs, so scaling a large team may be harder. Hourly rates trend closer to Latin American levels given limited supply.
Pros:
Countries in this region are well-known for high education levels and strong work ethic. Arguably, the deepest talent pools for technical roles and has an ideal time zone overlap for European companies.
This region excels in software engineering, quality assurance, DevOps, data analytics, and other technical roles.
Cons:
Costs are much higher than the Philippines, East Africa, and time zone differences may be a bigger obstacle for U.S. companies.
Hiring your first virtual assistant is perfectly doable on your own, but most business owners underestimate the hours it takes to sift through resumes, schedule calls, and run multiple interview rounds. Research shows that the DIY path typically drags on for weeks (or months), involves several interviews, and can still lead to mis-hires if you rush the vetting stage.
List everything you want your virtual assistant to own and create detailed instructions. Clarifying scope upfront helps with long term retention and minimizes confusion.
Having a set schedule helps create structure and consistency.
Write a descriptive JD with required experience, KPIs, schedule expectations, etc.
Post your job description to virtual assistant websites and craft a recruitment message you can use to reach out to candidates directly.
Expect to screen 40-100 candidates to find your ideal virtual assistant.
Give 2-3 finalist candidates a short take-home assignment to test their attention-to-detail, responsiveness, and work product.
A bad hire can cost up to 50% of first-year pay, so doing your due diligence is cheap insurance.
Draft an employment or contractor agreement, include an NDA, and grant tool access.
When you hire an insurance virtual assistant through Ataraxis, you skip steps 2-7, saving you weeks of lost productivity.
We source top talent globally from regions including the Philippines, Latin America, South Africa, and East Africa, and beyond.
Our team screens over 200 applicants with a 5% acceptance rate. Every candidate goes through:
You’ll only meet the top 3–4 finalists we’ve personally vetted and approved.
For each role, we’ll shortlist 3–4 highly qualified finalists based on your requirements. You’ll have the opportunity to interview each candidate and decide who’s the best fit for your team.
We set up and maintain secure VPN access and use timekeeping and productivity monitoring tools to ensure accountability. All staff are trained in data security best practices to maintain compliance and confidentiality.
Ataraxis has been operating for just under two years, but our roots run deep. Our founder has led a successful recruitment business for nine years, employing global talent within that company as well. (We eat our own cooking.)
Yes. Once hired, your chosen candidate will work exclusively for you on a full-time basis. They’ll act as a dedicated member of your team, fully aligned with your goals and workflow.
We take care of all the back-end work including compliance, paperwork, and payroll. You’ll simply receive a monthly Stripe invoice for each person you hire, making the process seamless and hassle-free.
No. Our agreements are month-to-month, giving you complete flexibility. There are no deposits or lock-in contracts.
Virtual Assistants for Insurance complete privacy and security training, sign confidentiality agreements, work through encrypted connections, and follow least-privilege access rules to meet GLBA and state data-protection standards.
Great virtual assistants for insurance often come from countries and regions like the Philippines, South Africa, Latin America, East Africa, and Eastern Europe. These countries are known for their skilled workers who speak fluent English and have strong work ethics.
Yes! At Ataraxis, your virtual assistant will match your local time zone, making teamwork easy and smooth.
US-based virtual assistants usually cost $25 to $50 per hour. Ataraxis offers MBA-level, full-time virtual assistants starting at just $11 per hour. This means you get great help for up to 70% less.
We keep your information safe by using secure VPN connections, regular monitoring, and privacy agreements signed by every virtual assistant.
Payments are easy and secure with Stripe. We also promise 100% satisfaction – if you’re not happy, we’ll fix it right away.
Ataraxis only offers full-time insurance virtual assistants because they provide more consistent help, become part of your team, and show greater commitment.
Ataraxis uses software to monitor your assistant’s activities, ensuring they are always working efficiently and staying productive.
It’s best to set up clear communication methods right from the start. You can use popular tools like Slack, WhatsApp, Zoom, or email, based on what works best for you.
Your satisfaction is our #1 priority. If you’re not happy, we’ll quickly address the issue and find you a better match, or issue a prorated refund if needed.
Great communication skills, attention to detail, strong work ethics, time zone alignment, work from home readiness, and problem solving skills. We carefully choose assistants based on their skills, experience, availability, and special abilities to make sure they match your business needs.
Yes! Many businesses find virtual assistants for insurance deliver even better quality work, especially for specialized tasks.
Paying very low rates, like $2-3 per hour, usually means getting less skilled workers and lower quality work. Ataraxis offers affordable assistants who are highly skilled.
It usually takes 1-2 weeks to get your insurance virtual assistant fully onboarded and familiar with your business, ensuring you work well together from the very beginning.
We hire virtual assistants for insurance who have hands-on experience with leading AMS platforms. During onboarding they receive limited-privilege logins and complete sandbox drills to prove they can follow your exact workflow before going live.
Yes. They run proactive renewal campaigns, send reminders well in advance, gather updated exposure data, and schedule review calls, which helps clients feel looked after and less likely to shop elsewhere.
Yes. They run proactive renewal campaigns, send reminders well in advance, gather updated exposure data, and schedule review calls, which helps clients feel looked after and less likely to shop elsewhere.
Only if you want them to. Some agencies introduce the insurance VA as part of the service team while others forward calls and emails so the experience feels entirely in-house, using your phone number and email domain.
Yes. We hire virtual assistants with prior agency or carrier experience and provide ongoing training on policy forms, carrier appetites, and state regulations. They stay current through refresher modules and compliance updates, so they can speak the language of personal lines, commercial P&C, life, and health.
If you’re buried in admin and losing time on follow-ups, it’s time to bring on a Virtual Assistant for Insurance who can lighten the load and keep your agency moving.
Start Hiring a Virtual Assistant Today
