Personal and Commercial Lines Insurance

Gold River Insurance is a fast-paced, service-driven independent insurance agency focused on delivering accurate, timely, and well-organized insurance solutions for both Personal Lines and Commercial Lines clients. We work with multiple carrier portals and online quoting platforms to provide competitive coverage options while maintaining a high standard of customer communication and operational efficiency.

Our agency values clarity, accountability, and speed, while still ensuring accuracy and professionalism in every client interaction. We are process-oriented and believe in creating strong workflows that allow our tea ---------- mbers to work efficiently, follow instructions clearly, and complete tasks quickly.

We are currently expanding our team and seeking a reliable, detail-oriented Philippines-based Virtual Assistant to support our quoting operations and help streamline the quoting workflow across multiple platforms.

Virtual Assistant Role Summary (Commercial + Personal Lines Quoting Support) - PLEASE ONLY APPLY IF YOU HAVE INSURANCE EXPERIENCE

We are looking for a highly organized and proactive Virtual Assistant to assist with the insurance quoting process across personal and commercial lines. The ideal candidate will be comfortable working inside carrier portals, online rating platforms, and agency workflows while consistently communicating with insureds and tea ---------- mbers in a professional and timely manner.

This role is ideal for someone who:

Works quickly without sacrificing accuracy
Can follow written instructions precisely
Learns systems fast
Takes ownership of tasks
Communicates clearly and professionally via email and phone
Key Responsibilities

Complete online quotes through carrier portals and quoting platforms
Gather and verify underwriting information before quoting
Classify and organize quotes correctly (personal vs commercial, new business vs renewals, etc.)
Review submissions and identify missing information, inconsistencies, or underwriting concerns
Send professional emails to insureds requesting needed info
Ask clear, structured follow-up questions to move a quote forward
Track quote statuses and ensure tasks are completed quickly
Maintain clean organization in files, inboxes, spreadsheets, or agency systems
Follow internal procedures and update workflows as instructed
Skills We’re Looking For

Comfortable working with online portals and web-based quoting systems
Strong attention to detail (data accuracy is critical)
Strong written English for email communication
Ability to classify and prioritize tasks correctly
Highly organized and dependable
Quick learner and able to follow step-by-step instructions
Works with urgency and completes tasks efficiently
Able to ask thoughtful questions when clarification is needed
Traits That Matter Most

? Extremely organized
? Takes initiative
? Fast but accurate
? Calm under pressure
? Responsive and dependable
? Professional email tone
? Willing to learn insurance processes and classification

Ideal Background 

Experience as an insurance VA, CSR assistant, or quoting assistant
Familiarity with personal lines and commercial lines terminology
Experience quoting through carrier portals or rating tools
Experience handling submission intake and follow-ups