About Us
We are a growing independent insurance agency in the United States specializing in both personal and commercial insurance. We are seeking a highly organized, detail-oriented, and professional Insurance CSR / Virtual Assistant to become a key member of our team.
This is not a general virtual assistant role. We are looking for someone with prior experience working for a U.S.-based insurance agency who understands insurance terminology, carrier portals, endorsements, certificates of insurance, renewals, and customer service.
Responsibilities
- Answer incoming client calls using our VoIP phone system
- Handle client requests related to:
o Certificates of Insurance (COIs)
o Billing questions
o Policy changes
o Payments
o New quote requests
- Process Certificates of Insurance and review policy requirements
- Request endorsements when additional insured, waiver of subrogation, primary & non-contributory wording, or other language is needed
- Process endorsements and policy change requests
- Add or remove vehicles and drivers
- Send insurance ID cards and proof of insurance
- Process lender and mortgagee requests
- Assist with policy renewals and remarketing
- Enter new policies and client information into our Agency Management System (NowCerts)
- Generate insurance quotes through carrier websites
- Follow up with clients for missing information and documents
- Process cancellations, reinstatements, and non-payment notices
- Assist clients with payment processing and autopay enrollment
- Maintain accurate records within the Agency Management System
- Monitor policy expiration dates and renewal workflows
- Send renewal reminders and policy correspondence
- Assist with commission reconciliation and administrative projects
- Conduct client outreach for policy reviews and cross-selling opportunities
Required Qualifications
- Excellent spoken and written English
- Neutral, professional phone presence suitable for U.S. clients
- Minimum 2 years experience working for a U.S.-based insurance agency or brokerage
- Experience handling commercial insurance accounts
- Strong understanding of:
o Certificates of Insurance (COIs)
o Endorsements
o Policy changes
o Renewals
o Carrier websites
- Ability to work full-time during U.S. Eastern Time business hours
- High-speed, reliable internet connection
- Quiet home office environment
- Strong computer skills and ability to learn new software quickly
- Experience with Microsoft Office and Google Workspace
- Exceptional attention to detail and organizational skills
- Ability to manage multiple tasks without constant supervision
Preferred Qualifications
- Experience with NowCerts
- Experience with commercial insurance carriers
- Experience with claims or premium audits
- Experience with personal lines insurance
- Experience with CRM and workflow automation tools
- Insurance designations or formal insurance training
- Dual-monitor workstation
Benefits
- 100% Remote / Work From Home
- Paid Time Off
- Long-Term Employment Opportunity
Application Instructions
To be considered, please submit:
1. Resume
2. Audio recording (1?2 minutes) introducing yourself in English
3. Description of your insurance agency experience
4. List of agency management systems you have used
5. Internet speed test screenshot