Looking for Commercial Insurance Virtual Assistant (with US Insurance Property Experience only)

We're a growing U.S. commercial insurance agency looking for an exceptional Virtual Assistant to join our team!

This is a long-term position for someone who is organized, detail-oriented, and an excellent communicator. While insurance experience is a huge advantage, we're willing to train the right person.

?? Important Requirement
This position involves frequent phone calls with U.S.-based insurance companies, underwriters, and customers.
Excellent spoken English is REQUIRED.
If you're not comfortable making and receiving phone calls or communicating confidently in English over the phone, this position is not the right fit.

What You'll Be Doing and Your day-to-day responsibilities may include:
Reviewing commercial insurance applications and submissions
Preparing insurance quotes and renewal proposals
Shopping accounts with multiple insurance carriers
Comparing coverages, premiums, and policy options
Calling insurance companies, underwriters, and clients as needed
Following up on pending quotes, renewals, and underwriting requests via phone and email
Preparing Certificates of Insurance (COIs) and ACORD forms
Requesting loss runs and underwriting documents
Processing policy endorsements and policy changes
Reviewing insurance policies for accuracy and completeness
Drafting professional emails to clients and insurance carriers
Updating our CRM and maintaining organized client files
Assisting with renewals, account servicing, and other administrative tasks

We're Looking For Someone Who:
Speaks English fluently with a clear and professional phone presence
Is comfortable making outbound and inbound phone calls throughout the workday
Has excellent written English
Is highly organized and detail-oriented
Can multitask and manage deadlines
Works independently with minimal supervision
Learns quickly and enjoys solving problems
Is reliable, proactive, and takes ownership of their work
Is proficient with Microsoft Office, Google Workspace, and web-based applications

Preferred Qualifications

Experience with any of the following is a strong advantage:
U.S. Commercial or Personal Insurance
ACORD Forms
Certificates of Insurance (COIs)
Commercial Property
General Liability
Workers' Compensation
Commercial Auto
Business Owners Policies (BOP)
Agency Management Systems (Applied Epic, AMS360, HawkSoft, EZLynx, or similar)

What We Offer:
Fully remote position
Stable, long-term opportunity
Growth opportunities
Competitive compensation based on experience

How to Apply:
Please email the following to ----------
Your resume.
A short introduction about yourself.
Your answers to the screening questions below.

Screening Questions:
1. Tell us about your experience working with a U.S. insurance agency.
2. This role requires frequent phone calls with U.S.-based insurance companies. Tell us about your experience handling phone calls in English and why you believe you're a good fit.
3. Imagine you're reviewing an insurance policy and notice the building address doesn't match the application. What would you do?
4. A client needs a Certificate of Insurance (COI) sent today. How would you handle the request?
5. Which agency management systems, CRMs, or insurance software have you used?
6. Tell us about a time you caught an important mistake before it became a bigger problem.

Please include the code "GNZ5833" somewhere in your email so we know you read the entire job post.

We carefully review every application. If you're looking for a long-term career, enjoy learning, and have excellent communication skills, we'd love to hear from you!