Wealth Nation Virtual Assistant

Great Assistant•Herndon, VA

5d•Remote

About The Position

We are 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. The ideal candidate must align with our Core Values: Lead With Love and Human Dignity Stand for Integrity and Courage Pursue Excellence and Ownership Create Impact Through Measurable Transformation This role is critical to owning the day-to-day underwriting workflow and ensuring clients move through the insurance process smoothly and on time. You will serve as the operational point person between carriers, clients, and the internal team, with the goal of growing into greater ownership of insurance operations as the company expands.

Requirements

Extremely detail oriented with strong follow-through
Proactive self-starter who takes ownership of tasks
Assertive and confident, able to push leaders when needed while remaining professional and respectful
Comfortable balancing a visionary leader and a systems-focused leader
Able to balance big picture thinking with detailed execution in a fast-paced environment
Direct communicator who is emotionally intelligent and considerate
Fun, energetic, and caring
Strong organizational and time management skills
Comfortable interacting directly with clients while maintaining a high level of professionalism and warmth
Growth minded with a continuous improvement mentality
A problem solver who takes charge and goes above and beyond
Takes pride and produces high-quality work
You must be tech savvy and quick to pick up new tools and software
You must be able to pass a background check
We are looking for someone to become a long-term (3+ years) team member

Nice To Haves

Willingness to obtain a life insurance license is a strong plus and may create additional growth opportunities within the company
Experience with the following tools is a plus!
Google Workspace
Google Calendar
Calendly
Slack
Asana
ActiveCampaign
Insurance carrier portals such as OneAmerica and MassMutual
ChatGPT

Responsibilities

Manage and prioritize multiple email accounts
Communicate consistently with insurance carriers and clients throughout the underwriting process
Communicate with internal agents regarding client status updates
Maintain accurate underwriting status tracking
Assist in completing insurance applications
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