Virtual Assistant - Commercial Insurance

Virtual Assistant – Commercial Insurance

We are hiring a reliable, detail-oriented Virtual Assistant to support our growing commercial insurance team. You will assist Account Assistants with data entry, document filing, policy processing, and client service tasks.

This is a long-term role with opportunity for growth.

Key Responsibilities
Data entry and file management in AMS360
Set up renewal submissions and request documents from carriers
File emails and attachments accurately in our system with proper labeling cadence
Order loss runs and assists with renewal data collection
Follow up with insurance carriers on quotes and underwriting
Review policies for accuracy
Process endorsements and policy changes
Issue Certificates of Insurance (COIs) and Evidence of Property Insurance
Track cancellations and follow up with clients/carriers
Check carrier portals and report underwriting updates
General admin support as assigned
Strong attention to detail (critical)
Proficient in Outlook and basic computer tools
Stable internet + backup connection
Organized and able to follow processes
Willing to learn and take direction
Insurance experience is a plus and AMS360 is a plus

Work Schedule
8:00 AM – 5:00 PM PST (US hours)
Remote
Compensation
$3.50 – $9.00/hour (based on experience)
How to Apply (Required)

To be considered, include the following:

A brief summary of your experience (2–3 sentences)
Your internet speed (upload/download + screenshot)
Your backup internet plan
Your PC/laptop specifications
Confirmation you can work 8:00 AM – 5:00 PM PST
Screening Questions (Answer All)
Describe your experience with data entry and how you ensure accuracy.
Have you worked with insurance, certificates of insurance (COIs), or policy documents before? If yes, explain.
How do you manage multiple tasks with deadlines? Provide a short example.
What would you do if you notice missing or incorrect information?
How comfortable are you following step-by-step processes and SOPs?
What tools or systems have you used (CRM, AMS360, Excel, etc.)?
Why are you a good fit for this role?

Important

Applications that do not follow the instructions or answer all questions will not be reviewed.