Virtual Assistant — P&C Insurance

Location: Remote
Pay: $6 per hour
Schedule: Must be available during agreed-upon Pacific Time business hours.

We’re looking for an experienced, organized, and proactive Property & Casualty Insurance Virtual Assistant to support our insurance agency with quoting, binding support, policy servicing, renewals, and client communication.
The ideal candidate has hands-on experience working with U.S. insurance carriers and carrier portals, understands insurance workflows, and is comfortable speaking with clients over the phone. Answering calls and following up with leads are essential parts of this position.

Responsibilities
Quoting and Carrier Coordination

• Collect client information and documents needed to prepare insurance quotes.
• Enter applications into carrier portals and request quotes from carriers and wholesalers.
• Review carrier appetite and underwriting guidelines to help identify suitable submission options.
• Prepare quote comparisons and proposals for the agent’s review.
• Communicate with underwriters and follow up on outstanding requirements.

Binding and Policy Servicing

• Coordinate binding requests, signatures, payments, and required documents under the licensed agent’s direction.
• Follow up on policy issuance and delivery.
• Assist with endorsements, certificates of insurance, ID cards, and policy changes.
• Handle routine billing inquiries and coordinate service requests with carriers.
• Perform activities within applicable licensing requirements and agency and carrier authorization.

Phone Support and Lead Follow-Ups

• Answer incoming calls professionally and assist new and existing clients.
• Make outbound calls to follow up with leads, pending quotes, and incomplete applications.
• Build rapport with clients, collect information, and explain the next steps clearly.
• Follow up by phone, email , and text using agency-approved communication.
• Schedule calls with the licensed agent for coverage advice or more complex questions.
• Record conversations and maintain clear follow-up tasks.

Renewals and Administrative Support

• Track upcoming renewals and request updated client information.
• Follow up with clients and carriers to keep renewals moving.
• Flag cancellation notices, missing requirements, and urgent issues promptly.
• Keep the CRM, client records, policy documents, and pipelines accurate.
• Provide daily updates on completed work, pending requests, and items requiring attention.

Requirements

• Previous experience supporting a U.S. P&C insurance agency.
• Experience with personal lines, commercial lines, or both.
• Working knowledge of carrier portals and insurance processes, including quoting, binding support, servicing, and renewals.
• Strong spoken and written English and confidence communicating with clients by phone.
• Comfortable answering inbound calls and making outbound follow-up calls.
• Strong attention to detail, organization, and time management.
• Ability to manage multiple requests and follow through without repeated reminders.
• Reliable computer, internet connection, headset, and quiet workspace.
• Ability to handle confidential client information responsibly.

Preferred Qualifications

• Experience with California insurance accounts.
• Familiarity with auto, home, general liability, workers’ compensation, commercial auto, or contractor bonds.
• Experience with BTIS, First Connect, comparative raters, or other carrier and wholesaler platforms.
• Familiarity with GoHighLevel, agency management systems, Microsoft Outlook, and Google Workspace.

How to Apply
Please send:
1. Your resume highlighting your insurance experience.
2. A one-minute audio recording introducing yourself and sharing your relevant experience. Include the insurance products you’ve worked with, your experience with carriers, and your comfort handling client calls.
3. A list of the carrier portals and insurance platforms you have used.

We’re looking for someone dependable who communicates clearly, takes ownership of follow-ups, and helps deliver responsive, professional service to our clients.