Property & Casualty & Health Insurance VA & EA

Full-Time Virtual Insurance Assistant

Remote | Long-Term Position | Insurance Experience REQUIRED

I am looking for an experienced Insurance Virtual Assistant to join my growing insurance agency.

Insurance experience is a MUST for this position. I am not looking for a general administrative VA. I need someone who already understands the insurance industry, is familiar with the quoting and reshop process, and can confidently work with clients, carriers, underwriters, and insurance systems.

Most importantly, I am looking for someone who wants a long-term opportunity and can grow with me and my business for years to come. I want to find the right person who can become a trusted and valuable part of my agency as we continue to grow.

What You’ll Be Doing

🏠 Insurance Quoting, New Business & Reshops

• Modify and complete quote forms from Remarkable with the information needed to obtain accurate insurance quotes
• Complete quotes within ACS
• Bridge quotes to carriers and compare available options
• Determine the most competitive carrier based on price, coverage, underwriting, and eligibility
• Email me the completed quote along with a detailed summary explaining why you selected the recommended carrier
• Complete all client policy reshops and provide me with a detailed email summarizing the current policy, new quote options, premiums, coverage differences, savings, and your recommendation
• Once I approve the quote, email the proposal to the client using my provided email template
• Complete ACORD forms
• Submit applications and ACORD forms to carrier underwriters
• Quote directly through carrier websites when necessary
• Communicate with carrier underwriters regarding quotes, applications, and underwriting requirements
• Organize all client documents into one complete, organized file
• Prepare agency submission email s with all required information and documentation
• Make sure applications and submissions are complete and accurate before sending to the carrier

📞 Client Communication & Follow-Up

• Respond to client email s professionally and promptly
• Make phone calls to clients to gather information needed for quoting
• Follow up consistently with clients regarding quotes, applications, and outstanding information
• Follow up on unanswered email s and pending business
• Help move prospects through the sales process
• Cold calling and outbound sales calls may be required
• Provide excellent customer service and maintain professional communication at all times

🔄 Retention & Winning Back Business

• Review cancelled/lost business
• Contact former clients to determine if we can earn their business back
• Follow up consistently with clients who have not responded
• Identify opportunities to reshop policies
• Keep detailed records of all follow-up activity

💰 Commission & Pay Reconciliation

• Review carrier pay sheets/commission statements
• Compare commissions against my Excel spreadsheet
• Verify that payments are accurate
• Identify discrepancies and bring them to my attention
• Maintain accurate commission records

📋 CRM & Organization

• Help keep me organized and ensure nothing falls through the cracks
• Properly manage Less Annoying CRM for Property & Casualty business
• Properly manage MedicarePro CRM for Health, Medicare, and Life Insurance business
• Enter and update client information accurately
• Maintain follow-up tasks and reminders
• Track pending business and outstanding requirements
• Organize all client documents into one complete and organized file
• Ensure all documents, applications, quotes, and correspondence are properly organized in the appropriate client file
• Keep client files and records accurate and up to date
• Help improve and maintain efficient systems and processes

Required Qualifications

Insurance Experience is REQUIRED

The ideal candidate will have previous experience working with an insurance agency, insurance broker, insurance agent, or insurance carrier.

Experience with the following is strongly preferred:

• Personal lines insurance
• Auto insurance
• Homeowners insurance
• Commercial insurance
• Insurance quoting and reshopping
• Carrier websites/portals
• ACORD forms
• Underwriter communication
• Client communication
• Insurance agency management systems
• CRM systems

The Person I’m Looking For

I am looking for someone who is:

⭐ Extremely organized and detail-oriented
⭐ Excellent at follow-up and follow-through
⭐ Proactive and able to work independently
⭐ Has excellent written English
⭐ Comfortable speaking English with clients
⭐ Professional and friendly
⭐ Very comfortable using technology and multiple systems
⭐ Strong with Excel and spreadsheets
⭐ A quick learner who can learn new carrier systems
⭐ Able to prioritize and manage multiple tasks
⭐ Someone who catches mistakes and pays attention to the small details
⭐ Dependable and consistent
⭐ Comfortable making outbound calls
⭐ Looking for a long-term position and the opportunity to grow with a business

A Long-Term Opportunity

I am specifically looking for someone who wants to grow with my agency for years to come.

My goal is to find someone I can trust and gradually give more responsibility to as the business grows. I want you to become someone I can rely on to help manage the day-to-day operations, quoting, reshops, client communication, follow-up, organization, and overall workflow of my agency.

I am looking for a long-term team member, not someone who is simply looking for their next VA job.

If you are motivated, organized, experienced in insurance, and excited about the opportunity to grow alongside a business, I would love to hear from you!

How to Apply

If this sounds like a good fit, please submit your resume along with a brief introduction telling me about your insurance experience, what types of insurance you have worked with, the systems/CRMs you have used, and why you believe you would be a good fit for this position.

I look forward to hearing from you! 😊

💻 Position: Fully Remote
🕐 Employment: Full-Time
📈 Position: Long-Term / Opportunity for Growth
⚠️ Insurance Experience: REQUIRED