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Virtual Assistant – Personal Lines Account Manager Assistant (Insurance)

Curated from source

Posted 7/23/2026Rate visible after sign-upSource: Curated from source
Virtual Assistant
CRM
About the Role

Job Type: Full-Time
Work Schedule: Monday – Friday | 8:00 AM – 5:00 PM Mountain Time
Hours: 40 hours per week
Pay: Bi-weekly
Benefits: 10 PTO days per year + U.S. Holidays

About Us
We are a growing insurance agency looking for a reliable, experienced Virtual Assistant to support our Personal Lines Account Managers.

This is a long-term, full-time position. We are looking for someone who wants to become a valued member of our team, grow with our company, and build a lasting career—not someone looking for a short-term freelance job.

If you have a strong background in Personal Lines Property & Casualty policy servicing, enjoy staying organized, and take pride in delivering exceptional customer service, we'd love to hear from you.

Responsibilities:

Assist Account Managers with daily policy servicing tasks
Process policy changes, including:
Adding or removing vehicles
Updating drivers
Address changes
Coverage changes
Issuing policy documents and ID cards
Process endorsements and other policy servicing requests
Communicate with insurance carriers and underwriters
Follow up on outstanding service requests until completed
Document all client interactions in the agency management system or CRM
Assist clients with policy-related questions professionally and efficiently
Keep accurate records and ensure all work is completed on time
Provide administrative support to the Account Management team
Qualifications

At least 2 years of Personal Lines Property & Casualty insurance servicing experience
Strong understanding of policy servicing procedures
Experience working with insurance carriers and underwriters
Excellent English communication skills (written and verbal)
Strong attention to detail and organizational skills
Experience using an agency management system or CRM
Ability to multitask and manage deadlines
Self-motivated and able to work independently in a remote environment
We're Looking for Someone Who Is
Looking for a long-term career, not a temporary job
Reliable, professional, and dependable
Eager to learn and grow with our agency
Organized and detail-oriented
A team player with a positive attitude
Takes ownership of their work and follows through on tasks

Why Join Our Team?

Stable, full-time remote position
Long-term career opportunity
Supportive team environment
Opportunities to grow as our agency grows
Your work will make a meaningful impact on our clients and our team
How to Apply
Qualified applicants only.

To apply, please submit:

Your resume
Use the subject line: I"'M YOUR VA"
A 1–2 minute video introduction answering the following:
Tell us about yourself.
Describe your experience with Personal Lines insurance policy servicing.
Why are you the best fit for this role?
Why are you looking for a long-term opportunity with our team?

Applications that do not include the required subject line and video introduction will not be considered.

We look forward to meeting our next long-term tea ---------- mber!

Goodluck!

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