Our team has a high bar and a proven process that we use to find the best virtual assistants for agents:
Read more about our vetting process: Why Most Global Hiring Fails, And How the Ataraxis Vetting Process Fixes It
As a psychiatric mental health nurse practitioner running a solo telehealth and in-person practice, I needed a virtual medical assistant who could manage patient scheduling, EHR workflows, and front-office coordination with minimal oversight.
My VA through Ataraxis has been exactly that. She handles new patient intake, manages our scheduling and messaging, and keeps everything running while I focus on patient care. What surprised me most is how she’s become a real thought partner. I’ll ask her to review a conversation or an email and she gives me a straight, honest read. That kind of judgment is hard to find. She’s now taking on more responsibilities as we expand our services, and she told me she’s in it for the long haul.
I only wish I had done this sooner. If you’re a mental health provider considering a HIPAA-compliant virtual assistant, don’t wait.
We’ve had an excellent experience working with Ataraxis and are so impressed. Their virtual assistants are professional, reliable, and highly skilled. The onboarding process was smooth, communication is consistent, and they truly understand how to match the right assistant to the right business needs.
They’ve helped us streamline operations and stay organized without the overhead of hiring in-house. I highly recommend them to any business looking for dependable virtual support.
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!
Even a well-run insurance team can only do so much on its own. When the workload piles up, calls go unanswered, policies get processed late, and clients start to feel it.
An insurance virtual assistant from Ataraxis takes on the busy work so your agents can spend their time where it matters: talking to clients, getting policies right, handling renewals, and closing more deals.
No long-term contracts.
When you hire an insurance virtual assistant through Ataraxis, you get skilled, trained support for a fraction of what it costs to hire in the U.S. Your virtual assistant fits right into your day-to-day work, handling quotes, renewals, claims follow-ups, and client communication. That frees up your licensed agents and underwriters to focus on advising clients and closing business.
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 works remotely and supports your agency every day. They take the tasks that slow you down, like policy paperwork and client emails, off your plate. That way your agents, brokers, and underwriters can spend their time on what actually grows the business.
Think of your insurance VA as part of your team. They use the same tools and follow the same steps your office already uses, so things stay organized, compliant, and on schedule. You get steady, full-time support built around how your agency actually runs.
(0 to 2 years of experience) They handle the basics that keep your office running smoothly: managing your inbox, booking client appointments, updating spreadsheets, preparing documents, and entering basic policy or claims data. They’re comfortable with Google Workspace, Microsoft Office, and simple CRM tools, but may need some guidance on tasks specific to insurance.
Good for busy teams who need steady help with repeat tasks, so your licensed agents can spend more time with clients and closing deals.
(2 to 5 years of experience) A mid-level insurance virtual assistant doesn’t need much oversight. They manage calendars, follow up with clients, prepare policy paperwork, send renewal reminders, track quotes, and help manage your CRM. They know their way around insurance platforms and are comfortable handling client communication and coordinating projects.
Good for agencies that want reliable support across several areas without having to check in constantly.
(5+ years of experience) A senior insurance virtual assistant has can take on bigger, leadership-level work. They help clean up workflows, manage complicated admin tasks, keep projects on track, talk directly with clients or carriers, put together reports, handle sensitive files, and help train newer staff. They know insurance management systems and productivity tools inside and out.
Good for agencies that need an experienced hand for operations, leadership support, and long-term planning.
Many of our virtual assistants have MBAs and graduate degrees, so you’ll have access to high-level expertise, without the price tag.
A good insurance virtual assistant brings clear communication, attention to detail, and a real understanding of how insurance work gets done. They can follow up with clients, prepare quote requests, manage policy data, keep your documents organized, update your CRM, and take administrative tasks off your agents’ plates. They use the right tools to keep everything running smoothly and make sure nothing falls through the cracks.
When you hire the right insurance virtual assistant, you get to step back from the busy work and focus on what brings in revenue: advising clients, handling renewals, and closing new policies. That means more time, more flexibility, and a smoother-running agency built for long-term growth.
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.
We created the Global Outsourcing Talent Index, a data-backed audit of all 193 UN-recognized countries scored across five variables: labor cost, English proficiency, talent availability, digital infrastructure, and political stability.
The results were eye opening and are frequently cited by major news sites and industry blogs all over the world.
This is our most active sourcing region, and for good reason. The Philippines has over 7 million professionals on LinkedIn, produces 1.45 million graduates every year, and ranks #2 in Asia for English proficiency. Professionals here have been working with U.S. businesses for decades, so the learning curve around culture, communication style, and business expectations is already short.
The talent pool covers a wide range of roles, and most professionals are used to working U.S. hours, so time zone coordination is rarely a real obstacle. If you are hiring a virtual assistant for the first time and want the lowest-risk entry point into offshore hiring, the Philippines is the place to start.
Pros: #1 ranked outsourcing destination globally. Deep English-speaking talent pool. Strong familiarity with U.S. business culture. Large graduate pipeline. Highly competitive rates. Proven remote work track record.
Cons: Time zone difference from the U.S. requires some coordination, though most professionals are already accustomed to working U.S. business hours.
Best for: Virtual assistants, virtual medical receptionists, customer service, admin support, recruitment, bookkeeping, and healthcare back-office roles.
Latin America’s biggest advantage is time zone alignment. Most of the region sits within one to three hours of U.S. time zones, which means you can have a real working relationship without anyone significantly adjusting their schedule. If same-day collaboration matters to your team, this region delivers that more naturally than most.
The region also produces strong bilingual talent in English and Spanish, which is a practical advantage if your customer base includes Spanish speakers or your business operates across both languages. One thing to keep in mind: quality varies more by country and city here than in more established markets. Vetting matters more, not less.
Pros: Excellent time zone alignment with the U.S. Strong bilingual capability in English and Spanish. Competitive rates. Growing professional services talent base. Same-day collaboration without scheduling workarounds.
Cons: Quality varies more noticeably by country and city than in more established markets, so thorough vetting is essential. Rates can be slightly higher than Southeast Asia or Africa depending on the country.
Best for: Bilingual customer service, sales support, admin, marketing, and businesses with Spanish-speaking customer bases.
South Africa is a strong option for roles where communication quality is non-negotiable. Professionals here are native or near-native English speakers, they write well, and they communicate in a way that Western clients tend to find natural from day one. The country has a solid track record in executive support, finance, and customer-facing roles, with reliable infrastructure in major cities.
The talent pool is smaller than the Philippines, and the time zone requires some planning if your team operates purely on U.S. hours. But for roles where professionalism and communication are the top priority, South Africa consistently delivers.
Pros: Native or near-native English speakers. Strong business writing and professional communication. Solid alignment with Western business culture. Good infrastructure in major cities. High-quality talent in admin and finance.
Cons: The talent pool, while strong, is smaller than Southeast Asia. The time zone can require some adjustment for businesses operating purely on U.S. hours.
Best for: Executive virtual assistants, professional services support, customer-facing roles, content, and finance.
East Africa is one of the fastest-growing outsourcing markets in the world right now, and most U.S. businesses have not caught on yet. That works in your favor. You can access experienced, well-educated professionals before rates climb and competition for that talent increases.
Several of our strongest-performing virtual assistants come from this region. The professionals here tend to be highly motivated, detail-oriented, and serious about their work. Rates are very competitive relative to the education and experience level you get. The practical note: infrastructure can still be inconsistent outside major cities like Nairobi, Addis Ababa, and Kampala, so careful vetting is important.
Pros: High education levels relative to compensation. Strong English proficiency. Highly motivated professionals. Very competitive rates. Growing urban infrastructure in major cities.
Cons: As a newer outsourcing market, careful vetting is essential. Infrastructure can still be inconsistent outside major cities.
Best for: Administrative support, executive assistance, sales support, operations, and any role where you want experienced professionals at a lower cost point.
If your biggest priority is real-time availability and cultural familiarity for customer-facing work, the Caribbean is worth a closer look. Countries like Jamaica, Trinidad and Tobago, and Barbados have established outsourcing industries, and English is the primary language. Customers and clients often find the interaction immediately familiar, which matters a lot for front-line roles.
The talent pool is smaller than other regions, so this is not the right fit for high-volume or highly specialized hiring. Rates are also higher than Africa or Southeast Asia. But for roles where accent and cultural alignment are the top priorities, the Caribbean delivers.
Pros: Near-identical time zones to the U.S. East Coast. Strong English communication. High cultural familiarity with American consumers. No scheduling lag for customer-facing roles.
Cons: The talent pool is smaller than other regions, which limits options for specialized or high-volume hiring. Rates tend to be higher than Africa or Southeast Asia due to proximity and cost of living.
Best for: Customer service, inbound and outbound calling, sales support, and roles where real-time availability and cultural familiarity are priorities.
Eastern Europe is where you go when the role requires technical depth. Countries like Poland, Romania, Ukraine, and Bulgaria produce large pools of highly educated professionals in IT, software development, data analytics, and finance. English proficiency in professional roles is strong, and the work culture aligns well with U.S. and European business expectations.
The trade-off is cost. Eastern Europe delivers meaningful savings compared to hiring domestically, but it is more expensive than Asia or Africa. Time zone differences also require some planning for real-time collaboration. For technical and specialized roles, though, the talent quality is hard to match at this price point.
Pros: Strong technical and analytical skill sets. High education levels. Solid English proficiency in professional roles. Good infrastructure. Work culture that aligns well with U.S. and European businesses.
Cons: Rates are higher than other offshore regions, which reduces cost savings compared to Asia or Africa. Time zone differences with the U.S. require some planning for real-time collaboration.
Best for: IT support, software development, data analysis, finance, and roles requiring strong technical expertise.
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.
Read more about our vetting process here.
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 who already have agency or carrier experience, and we keep training them on policy forms, carrier appetites, and state rules. They stay up to date through refresher courses, so they’re comfortable talking about 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
