Insurance VA - Commercial Lines

Canyon State Insurance is seeking a Virtual Assistant (VA) who is experienced with COMMERCIAL Insurance and the insurance system EzLynx. We're a small insurance company that is looking to have a long-term VA to help us with our client needs!

Some of the VA responsibilities include:

A. Application / Data Collection
- Filling out ACORD forms
- Collect Client information to be able to quote
- Entering insured or account details into EzLynx platform

B. Quoting
- Quote within EzLynx and with direct carrier
- Sending the quote proposals to our licensed agents

C. Policy Issuing
- Put together binding policy documents
- Bind quotes with your direct carriers
- Submit bind requests to agencies

D. Policy Issuance
- Send policies to insureds
- Send Auto ID cards to insured
- File policy info in your EzLynx and attach documents

E. Servicing Insureds
- Endorsements
- Cancellations
- Mortgagee Updates
- Reinstatements
- Invoices
- Payments
- Certificates
- Audits
- Renewals
- Rewrites

F. Miscellaneous
- Handle inbound and outbound phone calls (insureds, banks, carriers, etc.)
- Customer service texts and emails

If you're interested in this position, please use the hashtag #CommercialInsurance in the subject line and include a short 1-2 minute voice recording explaining your experience with COMMERCIAL insurance and the system EzLynx.