Part Time Insurance Virtual Assistant | 21233

📋 Description

• Monitor and triage shared client emails, phone calls, and service requests.
• Respond to routine client questions using the agency's approved procedures and escalation rules.
• Collect information and documentation required for policy-service requests.
• Follow up with clients, carriers, and underwriters regarding missing information and pending
• Provide agency-wide administrative coverage when any broker is traveling or unavailable.
• Process certificates of insurance through the agency's established workflow.

🎯 Requirements

• Approximately five or more years of relevant insurance-support experience preferred.
• Prior experience supporting an insurance agency.
• Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and
• Strong EZLynx experience preferred.
• Ability to add policies, process routine invoicing, communicate with underwriters, and maintain
• Requires training on agency-specific procedures rather than insurance fundamentals.

🎁 Benefits

• Performance Incentives
• Job Security and Stability
• Paid Training
• Inclusive Culture
• Upskilling Opportunities
• 100% Work-From-Home