Hire a Virtual Assistant for Insurance Agencies

South African virtual assistants handle policy management, claims processing, and client support. Your licensed agents focus on sales and high-value client relationships.

Risk Mitigation and Efficiency for Insurance Agencies

Let HireSava VAs manage your administrative-heavy tasks. This frees your licensed agents to focus on sales and building client relationships.

BPO-trained workforce with experience in data security and compliance requirements

Skilled in handling sensitive information with professionalism and confidentiality

Experience with insurance-specific software and CRM systems

Can handle non-licensed tasks efficiently, freeing agents for high-value work

Cost-effective model allows agencies to scale support without increasing overhead

Types of Roles for Every Insurance Use Case

Virtual Assistant for Policy Management

Example Roles

  • Policy Admin Specialist
  • Renewals Coordinator
  • Customer Service Representative
  • Book of Business Manager

Virtual Assistant for Claims Support

Example Roles

  • Claims Processing Assistant
  • Client Intake Coordinator
  • Documentation Specialist
  • Claims Administrator

Virtual Assistant for Underwriting

Example Roles

  • Underwriting Assistant
  • Risk Assessment Support
  • Quote Generation Specialist
  • Application Reviewer

Virtual Assistant for Agency Growth

Example Roles

  • Lead Generation Specialist
  • CRM Manager
  • Marketing Assistant
  • Sales Development Rep

Example Tasks That Our Insurance Assistants Handle

Policyholder Services

  • Acting as first point of contact for policy details, billing, and coverage inquiries
  • Assisting with late payment, renewal, and cancellation calls
  • Reviewing and verifying customer applications for completeness
  • Managing and maintaining the book of business and client data in CRM

Claims Processing Support

  • Assisting clients with initial filing and tracking of new claims
  • Gathering required documentation (photos, reports, forms) from policyholders
  • Automating initial claims assessment by asking qualifying questions
  • Processing claims documentation and providing status updates to clients

Underwriting & Quoting Support

  • Processing and reviewing new insurance applications for completeness
  • Evaluating policy details and basic risk factors based on guidelines
  • Generating accurate quotes for potential clients using agency software
  • Ordering supporting documentation such as credit reports or fraud alerts
  • Monitoring for compliance with industry regulations and company standards

Agency Growth & Marketing

  • Identifying and prospecting potential leads from various sources
  • Scheduling follow-up calls, meetings, and policy reviews for licensed agents
  • Analyzing customer data to identify cross-sell and upsell opportunities
  • Managing digital marketing campaigns, social media, and email newsletters

How it works?

HireSava.com is the easiest way to hire remote talent from South Africa. 3 easy steps to hire your dream talent.

1

Post a job

Let talented workers come to you by posting a job.

  • Describe the role, skills required, and other details.
  • Add screening questions to filter candidates based on your unique criteria.
  • Select from our job packages to boost visibility and attract the best candidates.
2

Review applications

Sort through qualified candidates and find your perfect match.

  • Review detailed profiles and work history.
  • Filter candidates based on skills and experience.
  • Shortlist top candidates for interviews.
3

Hire and start working

Connect with your chosen candidate and begin your collaboration.

  • Message candidates directly through our platform.
  • Conduct interviews and finalize terms.
  • Start working together immediately.

Simple, monthly pricing.

Hire talent directly with no markups

Cancel when done recruiting.

Hire great talent or we'll give your money back. It's better than a "free trial."

Popular

Pro

$69/mo

  • Create 3 job posts per month
  • 14 day job expiration
  • Unlimited applications per job
  • Message candidates
  • View contact details
  • Access candidate resumes

Cancel easily anytime. No hidden fees.

Premium

$99/mo

  • Create 5 job posts per month
  • 30 day job expiration
  • Unlimited applications per job
  • Message candidates
  • View contact details
  • Access candidate resumes
  • AI features

Cancel easily anytime. No hidden fees.

SATISFACTION
GUARANTEE
100%

100% Money Back Guarantee.

If you don't find someone great, we'll give you your money back.

NO CONTRACTS. NO COMMITMENTS. NO EXTRA FEES. NO SALARY MARKUPS. CANCEL SUBSCRIPTION AT ANYTIME.

Frequently Asked Questions

The easiest way to hire remote talent from South Africa

Skip the recruiter fees. Get matched with ready-to-work virtual assistants from South Africa today.

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