Commercial Lines Insurance VA

Hourly Rate: up to $10/hr
Location: Remote | Schedule: 8 am to 5 pm Pacific

Job Overview:

We are seeking a full-time Commercial Lines Virtual Assistant (VA) with at least 3 years of commercial insurance experience to support our agency’s operations. The ideal candidate will be highly detail-oriented, proactive, and capable of managing complex insurance servicing tasks while delivering excellent customer service.

Key Responsibilities

• New Business Submissions: Assist with preparing and submitting applications to carriers.
• Renewals: Handle renewal processing, including gathering updated information, completing ACORD forms, and coordinating with underwriters.
• Certificates of Insurance (COIs): Prepare, issue, and review COIs for accuracy and compliance.
• Banks & Vendors: Communicate with financial institutions and vendors to meet insurance requirements.
• Contractual Compliance: Review contracts and ensure insurance policies meet contractual obligations.
• Customer Service: Provide general support to clients, responding to inquiries and assisting with documentation needs.
• Policy Servicing: Process endorsements, policy changes, and supplemental applications.
• Documentation: Maintain accurate records in agency management systems (AMS360, EPIC, Applied, etc.).

Ideal Candidate Profile

Experience: Minimum of 3 years in commercial insurance (agency or carrier side).
Technical Knowledge: Strong familiarity with ACORD forms, COIs, endorsements, and compliance requirements.
Communication: Excellent written and verbal English skills.
Organization: Ability to manage multiple priorities and meet deadlines.
Tools: Proficiency in Microsoft Office Suite and insurance management platforms.
Work Setup: Reliable computer (dual monitors preferred), headset, webcam, and stable internet connection.

To apply: Please submit your application through the link below:

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