Commercial Lines Insurance Virtual Assistant (work from home)

We are looking for a virtual assistant who has experience with commercial lines insurance with an insurance agency in the United States and who is familiar with Applied EPIC, AMS360, Ezlynx, NowCerts, or Hawksoft

Job includes the following but is not limited to:
* Certificates/Renewal Certificates
* Update client files in ams
* Re-market commercial lines policies
* Process insurance company correspondence
* Inbound and outbound service-related phone calls with clients, mortgage companies, and insurance companies.
* Process service requests (endorsements, cancellations, etc.)
* Client research
* Process client/policy downloads (through Ivans and pdf downloads from insurance companies)
* Assist sales staff and other service tea ---------- mbers

Be proficient in:
• MS Office Applications (Word, Excel, Outlook, OneDrive, etc)
• Using client management system Applied EPIC


REQUIREMENTS:
- Must provide Clearance Report (NBI or Police Clearance)
- Must pass our International Background Check
- A ---------- account for payroll
- Excellent in responding over the phone and email in American English

Must have:
- Own laptop or computer (dual monitors is recommended)
- Headset and web camera for Zoom and phone calls
- Internet speed capable of supporting Citrix Desktop and VOIP

Payroll will be:
- paid weekly through Wise.
- Automatic pay increase after 6 months
- Annual pay increase (subject to review)
- Health coverage included through Maria Health

Work set up:
- 100% work from home
- Shift is during US business hours
- 1-hour lunch break
- Allowed US holidays as observed with pay
- 5 days of paid sick leave included
- with paid vacation days

To apply for a position, please complete our form here:
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