Insurance Administrative Virtual Assistant

Requirements:
One or more years experience working US based hours
Two or more years experience working as a virtual assistant
One of more years working for an insurance agency
Two or more years experience using Excel and Google Sheets
One or more years using a multi-carrier rating system
One or more years working with Quickbooks Online
Two or more monitors connected to a modern Window's Computer
Totally quiet working location


Desired Skills:
Three or more years experience working for a US Based Insurance agency
Three or more years experience quoting Personal Lines
Two or more years experience quoting Commercial Lines
Quickbooks Online Certified ProAdvisor
Extensive experience creating and manipulating complex Excel/Sheets
Extensive experience using more than one multi-carrier rating system


Full-time permanent position for the right candidate at a small and growing insurance (and some real estate work) agency. You will be working directly with a key manager and owner.

Administrative and data entry work includes filling out forms, responding to email and other tasks that require exacting attention to detail. Within this process, customer interaction via email and/or phone is common so fantastic English skills are a must. Previous call center experience is helpful.

The position includes the usual and typical administrative work for insurance and soon to include real estate, albeit that’s not a focus at this time. Lots of variety though, so it won't be the same boring data entry thing day after day. Perhaps the best way I can describe the position is it’s designed to remove paperwork from my (and other agents) workload, creating greater efficiency. As an agent, I want to focus my time on clients and finding new clients, not processing paperwork and forms, which is absolutely essential, and requires a high attention to detail.

This position requires the ability to work during the hours of 7 AM to 1 PM CST (GMT -6) and shifts twice a year due to "daylight savings time". Some Saturdays may be required, but not likely many per year (more often available if desired). Initial training is 930 AM to 3 PM CST.

The work is highly monitored. Because we sometimes work with sensitive information, you will work with remote desktop software, controlling a monitored computer in our home office. The upside is your computer will only need to control another computer, and if you need help, you can usually get assistance immediately.

Rock solid internet that can support business class phone calls and a totally quiet environment are minimum requirements. I can't stress this requirement enough. One of the first things we'll test for is the quality of internet service and expect the interview to use our VoIP system. If your internet goes down two or three, or more times every month, it will most likely turn into a problem.

That said, a candidate looking for something “easy” and doesn’t require a great deal of concentration and thought, isn’t going to find success here. Once trained, the expectation is total focus and attention to detail. An appropriate place and location is mandatory.
While I understand it’s a challenge for many, ANY background sound including radios, TVs, machinery, pets, etc. will not be acceptable as it will cause a distraction to others (we use continuous Skype to communicate with each other, as well as when calls need to be made, which is often once trained in).

As part of our attention to detail requirements, I ask applicants that would like a response and/or asked to interview to include the word boisterous near or at the top of their response to help me focus on those most serious candidates and with the highest attention to the smallest detail. Please also be sure to include your resume, acknowledgement of the requirements, and detailed compensation history for the last 36 months.

Software used includes insurance rating applications, Windows 10 or 11, SuiteCRM, Microsoft Office, Gmail, PDF editors, Chrome, Internet explorer, Thunderbird email, other online software.

Social media and other postings include Facebook, Twitter, Craigslist, Indeed (not currently a big part of the position).

updated 11/30/22