Experienced Personal Lines Insurance Assistant

Lake Point Insurance Agency is seeking a proactive and detail-oriented Virtual Assistant to support our daily operations remotely. The ideal candidate will be responsible for assisting with administrative tasks, client communications, and general office support. This is an exciting opportunity for a motivated individual who thrives in a fast-paced environment and is passionate about delivering excellent service.

Responsibilities:
-Provide administrative support to the team, including managing emails, scheduling appointments, and organizing documents.
-Assist with client communications, including answering inquiries and providing information about insurance products and services.
-Preparing quotes for home and auto lines of business.
-Processing policy endorsements.
-Maintain accurate records and databases, updating information as needed.
-Assist with general office tasks, such as data entry, filing, and organizing office systems.
-Perform other duties as assigned to support the overall operations of the brokerage.

Requirements:
-Proven experience as a Virtual Assistant in the insurance industry. (1 year minimum)
-Excellent communication skills, both written and verbal. 
-Strong organizational and time management skills, with the ability to multitask and prioritize tasks effectively.
-Proficiency in Ezlynx.
-High-speed internet connection and a dedicated workspace.
-Ability to work independently and collaboratively in a remote team environment.

Benefits:
-Competitive salary 
-Flexible remote work arrangements.
-Opportunities for growth and professional development.
-Supportive team environment with a focus on work-life balance.
-Chance to be part of a dynamic and growing insurance brokerage firm.

How to apply:
If you are a self-motivated and detail-oriented individual with a passion for providing exceptional service, we would love to hear from you! Please send us your resume, 3 professional references (Include full name, company name & valid email address),  and answer the following:

1. Do you outsource your work?
2. Do you work more than one job at a time?
3. How many hours are you available to work each week?
4. Are you currently employed?
5. How long were you at each job on your resume?
7. Do you have any EZLynx Experience? If yes, explain.
8. What carriers do you have experience working with?
9. Are you familiar with Google Workspace?
10. Please share any professional development initiatives or courses you've undertaken to enhance your virtual assistant skills?
11. What is your experience in Auto Insurance, Renters, Home Owners, Commercial/Business?