Commercial Insurance Representative w/Applied Epic Experience

We are a commercial-focused insurance broker based in San Diego, CA, seeking a part-time virtual assistant to join our team. This position will involve supporting our day-to-day operations remotely.

**Applied Epic Experience is preferred but not required to apply**

Key Responsibilities:

Data entry for renewals and quotes
Maintaining files and sending out routine policy documents
Claims follow-up and billing assistance
Workers' compensation audit follow-up and review
Invoicing and follow-up on payments
Assisting with certificates of insurance (COIs)
Organizing and maintaining client records
Providing general administrative support to brokers and account managers
Additional Potential Tasks:

Tracking policy expirations and sending reminders
Managing email communications and scheduling meetings
Updating and organizing CRM or client management systems
Coordinating with underwriters and carriers for documentation requests
Drafting standard client communication templates
Job Requirements:

Must have prior insurance industry experience
Experience with Applied Epic is a plus
Strong English writing and speaking skills are essential
Excellent organizational skills and attention to detail
Proficiency in Microsoft Office and familiarity with cloud-based tools
Ability to work independently and manage time effectively
Required Technology:

Must have a desktop with internet speed over 15 mbps
Must have dual monitors
Must have or be willing to install a webcam, and be open to video communication when requested
Must be willing to use a VOIP phone during working hours
Must have a private and quiet space to comfortably perform your work