Insurance Virtual Assistant (Commercial & Personal Lines)
Undisclosed
📍 Remote💰 $800/moFinanceFull-TimeDirect
About the role
An insurance team is looking for a Virtual Assistant with experience in Commercial and Personal Lines Insurance. Starts at $800/month. Fully remote setup.
Key Responsibilities: manage and process both commercial and personal lines insurance documentation including renewals, claims, and endorsements, provide bilingual customer support assisting clients with policy inquiries, coverage clarifications, and updates, handle data entry and update insurance records ensuring all information is accurate, support the team with administrative tasks such as scheduling, organizing files, and preparing reports, and maintain confidentiality and manage sensitive client data in compliance with industry standards.
Requirements: previous experience in commercial and personal lines insurance or a related administrative role, working knowledge of insurance policies, claims handling, and industry processes, strong written and verbal communication skills in English, excellent organizational skills and attention to detail, and proficiency with Microsoft Office, Google Workspace, CRM systems, and insurance platforms.
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