U.S. Property & Casualty Insurance Virtual Assistant – Personal Lines

U.S. Property & Casualty Insurance Virtual Assistant – Personal Lines

We are an established independent insurance agency in California seeking a full-time, long-term Virtual Assistant with prior U.S. Property & Casualty insurance experience.

This is primarily a back-office insurance processing and administrative position, not a sales position. You will support our licensed insurance team by handling policy servicing, mortgage requests, carrier follow-ups, documentation, and other administrative tasks.

Responsibilities

• Process and send Evidence of Insurance (EOIs)
• Communicate with mortgage companies and lenders regarding insurance requirements
• Verify and update mortgagee and loan information
• Follow up with insurance carriers, MGAs, lenders, and mortgage companies
• Check policy status, billing, cancellations, reinstatements, and renewals
• Process routine policy change/endorsement requests
• Download policies, declarations pages, invoices, inspection reports, and other documents
• Upload, label, and organize documents accurately in our agency management system
• Follow up on underwriting requirements and pending items
• Monitor assigned tasks and follow-ups to ensure nothing is missed
• Assist with renewal reviews and identify policies requiring attention
• Perform accurate insurance-related data entry
• Document all activity clearly and thoroughly
• Provide additional administrative support to our insurance team as needed

REQUIRED Qualifications

• Previous experience working for a U.S. Property & Casualty insurance agency, carrier, or insurance-related company
• Experience with Personal Lines insurance, especially homeowners and dwelling/fire policies
• Strong understanding of insurance terminology such as EOIs, endorsements, mortgagees, declarations pages, renewals, cancellations, underwriting requirements, and policy servicing
• Excellent written and spoken English
• Excellent grammar, spelling, and professional email communication
• Strong attention to detail and accuracy
• Highly organized and able to manage multiple follow-ups without constant supervision
• Comfortable making outbound calls to insurance carriers, mortgage companies, and lenders
• Reliable high-speed internet and professional work environment
• Available to work during California/Pacific Time business hours

Preferred Experience

Experience with HawkSoft agency management systems is highly desirable.

Experience working with homeowners, dwelling fire/landlord, auto, FAIR Plan/DIC, or other personal-lines policies is a major plus.

Who We Are Looking For

We want someone who is dependable, detail-oriented, proactive, organized, and accountable. We value employees who take ownership of their work, follow through on tasks, ask questions when something is unclear, and do not allow important items to fall through the cracks.

This is intended to be a long-term position for the right person.

IMPORTANT – How to Apply

Please begin your application with the words “INSURANCE VA” so we know you read the entire job posting.

Please answer the following:

1. How many years of U.S. Property & Casualty insurance experience do you have?
2. What types of insurance policies have you worked with?
3. Which insurance agency management systems and carrier portals have you used?
4. Have you worked with HawkSoft?
5. Have you processed EOIs and communicated directly with mortgage companies?
6. Describe the insurance servicing tasks you handled in your previous position.
7. Are you comfortable making outbound calls to carriers and mortgage companies?
8. Are you available to work California/Pacific Time business hours?
9. What is your desired hourly rate?
10. Please provide a 1–2 minute voice recording introducing yourself and describing your insurance experience.

Applicants without prior U.S. insurance experience should not apply.