Insurance Personal Lines VA - #PersonalLinesServiceVA

Canyon State Insurance is seeking a Virtual Assistant (VA) with personal lines insurance customer service experience and experience using EzLynx. We’re a small independent insurance agency looking for a long-term VA to help support our clients and licensed agents with day-to-day servicing needs.

This position will be focused primarily on personal lines policy servicing, including endorsements, mortgagee updates, client phone calls, text line support, document handling, and general account maintenance inside EzLynx.

REQUIRED: You MUST have at least 5 years of insurance experience and strong experience working inside EzLynx. Personal lines experience is required. Please DO NOT apply if you do not meet these requirements.

RESPONSIBILITIES:

A. Client Communication / Service Support

Answering and returning client phone calls
Responding to client texts through our text line
Helping clients with general policy questions
Following up with clients on missing information or documents
Routing complex coverage questions to licensed agents

B. Policy Changes / Endorsements

Processing personal lines endorsement requests
Vehicle additions and removals
Driver additions and removals
Address changes
Coverage change requests
Updating lienholder and mortgagee information
Following up with carriers on endorsement status

C. Mortgage / Lender Updates

Sending evidence of insurance to mortgage companies
Updating mortgagee clauses
Handling lender requests for proof of coverage
Assisting with escrow-related insurance requests
Communicating with clients and lenders when additional information is needed

D. Documentation / EzLynx Management

Updating client files in EzLynx
Attaching documents, ID cards, policy forms, notices, and endorsements
Documenting all client conversations and service activity
Keeping account notes clean and organized
Sending Auto ID cards, proof of insurance, and policy documents to clients

E. Policy Servicing

Cancellations
Reinstatements
Renewals
Rewrites
Billing questions
Carrier follow-ups
Helping licensed agents keep client accounts organized and up to date

IF YOU'RE INTERESTED IN THE POSITION, please follow these steps exactly to obtain an interview:

-Send an email to ----------
-In the Subject line, use the following template: "[Your First / Last Name] - Interested in VA Position - #PersonalLinesServiceVA"
-In the body of the email, answer the following 8 questions:

1. How many years of experience do you have in the insurance industry?
2. How many years of experience do you have with the EzLynx platform?
3. How many years of experience do you have servicing personal lines insurance policies?
4. Explain your experience with endorsements, mortgagee updates, cancellations, reinstatements, renewals, and other policy servicing tasks.
5. How comfortable are you handling client phone calls, text messages, and email communication?
6. If offered a position tomorrow, how much training would you need to service personal lines policies inside EzLynx?
7. Explain why you left your last position, or why you are looking to leave your current one.
8. What are your salary expectations?

Lastly, include the following attachments in your email:

1. A short 2-3 minute video, link or attachment, introducing yourself and explaining why this position interests you
2. A copy of your resume, link or attachment