Experienced Commercial Insurance Virtual Assistant

We are a U.S.-based insurance agency seeking an experienced Commercial Insurance Virtual Assistant to join our team full-time. This is a long-term remote position for someone dependable, organized, punctual, and comfortable communicating directly with clients.

Responsibilities

• Communicate professionally with clients by phone, email, and text
• Make outbound calls to follow up with clients
• Assist with quoting, renewals, certificates, policy servicing, and customer service
• Collect applications, loss runs, signatures, payments, and other required information
• Submit applications and supporting documents to carriers and underwriters
• Follow up on pending submissions, quotes, renewals, and policy requests
• Prepare proposals, applications, certificates, and policy documents
• Monitor expiration dates and begin renewal follow-ups on time
• Maintain accurate notes, records, tasks, and client files
• Check carrier portals and communicate with underwriters
• Handle multiple clients, priorities, and deadlines without allowing tasks to fall through the cracks
• Escalate coverage questions and licensed activities to the appropriate licensed tea ---------- mber
• Perform other commercial insurance administrative duties as assigned

Required Qualifications

• Previous experience working with a U.S. commercial insurance agency is required
• Experience with General Liability, Workers’ Compensation, Commercial Auto, Bonds, Commercial Umbrella, and other commercial lines
• Experience with quoting, renewals, certificates, policy servicing, and client communication
• Strong spoken and written English
• Comfortable speaking directly with clients and making outbound calls
• Professional, friendly, and confident phone presence
• Excellent organization and attention to detail
• Dependable, punctual, and able to maintain a consistent schedule
• Able to manage multiple deadlines, renewals, follow-ups, and client requests
• Comfortable using CRMs, carrier portals, email, spreadsheets, and cloud-based systems
• Able to follow procedures and protect confidential client information
• Willing to learn, accept feedback, and take ownership of assigned responsibilities

Technical Requirements

Candidates must have:

• A reliable, up-to-date computer
• Fast and stable internet service
• Backup internet access, such as a mobile hotspot or secondary connection
• A reliable power-backup solution
• A professional and quiet workspace
• A quality headset with clear audio
• A working webcam for meetings
• The ability to work consistently without interruptions

Position Details

• Full-time, long-term remote position
• Working hours: 9:00 a.m. to 6:00 p.m. Pacific Time
• Candidates must be available during California business hours
• Compensation is based on commercial insurance experience, knowledge, and qualifications
• Open to qualified overseas candidates

How to Apply

Please provide:

1. Your résumé
2. A summary of your U.S. commercial insurance experience
3. The commercial insurance products you have handled
4. A description of your experience with quoting, renewals, certificates, and policy servicing
5. The insurance carriers and systems you have worked with
6. A short voice/video recording introducing yourself and describing your experience communicating with U.S. insurance clients
7. Details about your computer, internet speed, backup internet, and power-backup setup
8. Your desired hourly rate or monthly salary
9. Your earliest available starting date

Begin your application with the words “Commercial Insurance” so we know you carefully read the complete job post.

Applicants without previous U.S. commercial insurance experience will not be considered.