Full Time
Negotiable
TBD
Jul 10, 2026
US Insurance agency seeking a virtual assistant to run quotes through multiple companies and be our back office support. We are located in the central time zone and would require someone willing to work our business hours (PHP graveyard shift.) During scheduled work hours you must be exclusively available to our agency.
Training will be up to 2 weeks and will be paid.
Duties:
- Extensive data entry
- Proposal preparation for prospective or existing clients
- Preparing comparative quotes utilizing rating systems or through accurate completion of ACORD forms to be submitted
to carriers for all lines of business - auto, home, condo, renter's, general liability, workers comp etc
- Uploading documents to customer files
- Updating AMS/CRM/Infusionsoft (as needed) to ensure accuracy of records
- Adding notes/quotes to NowCerts agency management system
- Answering service requests for documents to be
- Creating document packages for client e-signatures
- Calling out on all notices of cancellation and following up to ensure policies are paid.
- Handles all incoming calls during meetings and office closures.
- Manage GSheet spreadsheets for Account Manager
- Run weekly company reports - for UW/cancels, late pays, Renewals, and New business
- Download docs from carrier sites for renewals, cancellations, endorsements
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Hiring Process & Must Haves
- Will require video interviews
- Must submit NBI background clearance check documents
- Must be fluent in English both reading, speaking, and writing
- Must have dedicated hi speed internet service
- Must own your own computer with at least Windows 10 and 2 monitors
- Must have video and voice chat ability for interview and during work hours
No prior insurance experience necessary. We will train the right candidate.
Mandatory use of Timeproof. Time will be paid based of hours in Timeproof. If VA is found to be working for another employer while on our clock, we will immediately terminate employment and we will not pay hours worked during double dipping time.
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