Virtual Assistant

Duties and Responsibilities

• Provide courteous and prompt assistance to clients by phone, email, and text.
• Collect applications, loss runs, current policy documents, driver information, property details, and other underwriting information.
• Review submitted information for completeness and accuracy before requesting quotes.
• Enter client and risk information into agency management systems, carrier portals, and comparative-rating platforms.
• Enter accounts into appropriate insurance carriers according to agency guidelines and producer direction.
• Compare premiums, coverage limits, deductibles, exclusions, endorsements, and available discounts.
• Prepare organized quote summaries and proposals for review by the producer or licensed account manager.
• Contact clients to obtain missing information and provide timely updates regarding quote status.
• Assist with renewal reviews, remarketing, and requoting as assigned.
• Maintain accurate notes, activities, documents, and follow-up dates in the agency management system.
• Assist with, billing questions, and identification card requests
• Recognize opportunities for additional coverage and refer them to the appropriate licensed producer.
• Follow agency procedures, carrier requirements, confidentiality standards, and applicable insurance regulations.

Qualifications

• Proficiency with Microsoft Outlook, Word, Excel, carrier websites, and online rating systems.
• Strong attention to detail, organization, written communication, and follow-up skills. (THIS IS A MUST)
• Ability to prioritize assignments and perform accurately in a fast-paced environment.
• One or more years of insurance, customer service, sales support, or administrative experience preferred.
• Experience with Applied Epic or another agency management system is a plus.

Core Competencies

• Client-focused service and professional communication
• Accuracy, organization, and consistent follow-through
• Critical thinking and the ability to identify missing or inconsistent information
• Dependability, accountability, and respect for confidentiality
• Comfort learning new systems and carrier requirements
• Ability to work independently while contributing to a collaborative team

Performance Standards

• Prepare accurate, complete, and timely quote submissions.
• Respond to client and internal requests within established agency service standards.
• Maintain complete documentation in the agency management system.
• Follow up consistently until assigned tasks and quote activities are completed.
• Meet established quoting, service, accuracy, and productivity goals.
• Maintain professional working relationships with clients, carriers, and coworkers.

US Shift

Salary - 4 - 4.5 LPA