Insurance Virtual Assistant – Customer Service

Job Description:

Type: Full-time | 8 am to 5 pm Pacific
Location: Remote
Rate: $8/hr
 
Role Overview

We are seeking a detail?oriented and client?focused Insurance Virtual Assistant (VA) to provide exceptional customer service support. The VA will assist with client inquiries, policy servicing, documentation, and administrative tasks to ensure smooth operations and a positive client experience.

Key Responsibilities
-Respond promptly and professionally to client inquiries via phone, email, or chat.
-Provide accurate information on insurance policies, billing, endorsements, cancellations, and claims.
-Assist with policy changes, renewals, and coverage explanations.
-Prepare, review, and distribute insurance documents (policies, endorsements, certificates, renewal notices).
-Handle certification requests with accuracy and quick turnaround.
-Maintain and update client records in AMS platforms (e.g., EzLynx, AMS 360, Hawksoft, Applied Epic, Agency Zoom).
-Coordinate with carriers for quotes, binding, and policy servicing.
-Support agents and account managers with administrative tasks and client follow?ups.
-Ensure compliance with company standards and industry regulations.

Qualifications
-Prior experience in insurance customer service or administrative support (Personal or Commercial Lines preferred).
-Familiarity with AMS tools and insurance workflows.
-Ability to multitask, prioritize, and maintain attention to detail.
-Customer?centric mindset with problem?solving skills.
-Reliable internet connection and professional remote work setup.

Preferred Skills
-Knowledge of ACORD forms and insurance documentation.
-Experience with carrier quoting and binding processes.
-Ability to work independently while collaborating with a team
-High level of English proficiency (both written and verbal) with the ability to communicate clearly and professionally in client?facing interactions.

To apply, please submit your application through the provided link below:
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