Wealth Nation Virtual Assistant

Great Assistant
Any Location, VA
Category Customer Service
Job Description
Wealth Nation is seeking a Virtual Assistant who is operations-focused, highly organized, and experienced in supporting two leaders with different working styles. This person must be confident managing communication across distinct leadership styles while maintaining structure, clarity, and follow-through.

Requirements

  • Manage and prioritize multiple email accounts
  • Communicate consistently with insurance carriers and clients throughout the underwriting process
  • Maintain accurate underwriting status tracking
  • Order and track medical records
  • Track and manage state insurance licenses to ensure compliance
  • Manage calendars, including minor adjustments using Calendly
  • Oversee document management and onboarding paperwork
  • Provide project management support and task reminders
  • Review emails daily and use them as the driver of workflow
  • Follow up with clients to ensure required documentation is submitted in a timely manner

Benefits

  • PTO
  • Sick Time
  • Paid Holidays
]]>