Virtual INSURANCE Assistant

Virtual Insurance Assistant
Location: Remote (Virtual)
Company: Integrated Insurance Group (IIG)
Are you an organized, detail-oriented professional looking to grow your career in the insurance industry? Integrated Insurance Group is seeking a Virtual Insurance Assistant to support our team with administrative and client service responsibilities. This role is critical in helping us deliver excellent service to our clients and ensuring our licensed staff can focus on advising and protecting customers.
The ideal candidate will have experience with EZLynx management system/retention center and familiarity working with some of the carriers we represent, including NatGen, Safeco/Liberty Mutual, Progressive, AAA, Openly, and Foremost/Bristol West just to name a few.


Key Responsibilities
Billing & Payments
Take customer payments and process them accurately.
Communicate with carriers and customers regarding billing issues (coverage discussions handled only by licensed staff).
Notify customers when a payment is missed or when a policy is at risk of cancellation or termination.
Policy & Document Support
Pull reports and audits from agency technology tools.
Contact carriers regarding missing policy documents, requirements, or administrative needs.
Complete ACORD forms and other administrative forms as required.
Renewals & Audits
Pull renewal audits, review policy weaknesses based on agency standards, and create tasks for licensed staff.
Make outbound calls to customers on the upcoming renewal list and schedule review appointments with licensed producers.
Prospecting & Marketing Support
Make outbound prospecting calls to marketing lists.
Set appointments for licensed producers to meet with prospective clients.
Input data into agency technology tools and carrier portals (including raters and websites).
Complete quote sheets/fact finders for prospective clients.
Set up marketing and prospecting campaigns.
Qualifications

Strong communication skills (spoken and written English required).
Previous experience with insurance agency technology tools; familiarity with EZLynx is highly preferred.
Prior experience working with carriers such as NatGen, Safeco/Liberty Mutual, Progressive, AAA, Openly, or Foremost/Bristol West is a plus.
Organized, detail-oriented, and able to manage multiple tasks.
Comfortable making outbound calls to customers and prospects.
Professional, proactive, and team-oriented with the ability to work independently.
What We Offer
Flexible, fully remote position.
Training and support from experienced insurance professionals.
Opportunity for professional growth within the agency.
A collaborative and supportive team environment.

How to Apply
If you’re interested in joining our team, please submit your resume and a brief cover letter explaining your relevant experience to:
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