Insurance Virtual Assistant - Auto and Home

Job Description:
Join our insurance agency as a full-time Virtual Assistant and become a vital part of our daily workflow. You’ll be responsible for processing policy changes and performing daily audits to ensure accuracy. If you are exceptionally detail-oriented and enjoy maintaining high standards of precision, we’d love to have you on our team

Core Responsibilities:
• Inbox & Admin: Manage agency emails, process daily policy changes (vehicles, mortgagees, etc.), and monitor your calendar and EZLynx tasks.
• Quality Control: Audit the previous day's EZLynx changes and double-check the work of others for 100% accuracy. Follow up on trailing documents and issue COIs
• Retention & Remarketing: Check the EZLynx Retention Center daily. Remarket clients with high increases.
• Quoting & Client Communication: Communicate directly with customers via email to gather necessary information for quotes. Prepare quotes for new business, remarkets, and cross-selling monoline accounts, and email the completed quotes back to the clients. Check in on open claims and send a brief End-of-Day email summarizing completed tasks.
Requirements:
• Hands-on experience using EZLynx is strictly required. (Please do not apply without this).
• Specific Insurance Knowledge: Experience quoting and servicing personal auto and home insurance is strictly required.
• Commercial insurance experience (including ACORD forms and supplemental applications) is a major plus!
• Excellent written English.
• Equipment & Connectivity: You must have your own computer with reliable access to the internet and power (having a backup internet source and backup power supply is highly recommended).
Interview Process (Live Test): If selected for a video interview, you will be given "pretend" customer information and asked to quote their auto and home insurance live in EZLynx. This will allow us to see your familiarity and speed with the system and our carriers. We need someone who catches the little things. To prove your attention to detail, change the subject line of your message to Detroit Tigers.

In your message, briefly outline your EZLynx experience, which of our carriers you are most familiar with, and confirm your availability for the 9am-5pm EST shift.