Insurance Account Manager

Insurance Account Manager / Virtual Assistant (U.S. Insurance Agency)

Company: Midvalley Insurance Group
Job Type: Full-Time, Long-Term
Location: Remote – Philippines
Schedule: Monday–Friday, 8:00 AM–5:00 PM Mountain Time (U.S.)
Experience: Previous U.S. insurance agency experience strongly preferred

About Us

Midvalley Insurance Group is a growing independent insurance agency based in Utah, USA. We specialize in personal and commercial insurance and work with multiple insurance carriers to provide our clients with excellent coverage and customer service.

We are looking for a reliable, organized, and motivated Insurance Account Manager / Virtual Assistant to join our team long-term.

This is an excellent opportunity for someone who has previous experience working with a U.S. insurance agency and is looking for a stable position with opportunities for professional growth.

Responsibilities

• Respond to customer inquiries through phone, email , and other communication channels.
• Assist clients with intake policy changes, endorsements, billing questions, and general servicing requests.
• Process vehicle additions and removals, mortgagee updates, and other policy changes within authorized procedures.
• Assist with policy renewals, remarketing, and follow-ups.
• Request and organize insurance documents, including declaration pages, evidence of insurance, and ID cards.
• Communicate with insurance carriers regarding policy questions, documents, and trailing documents
• Maintain accurate customer records, notes, and tasks in our agency management system.
• Follow up on outstanding customer requests and ensure tasks are completed promptly.
• Assist with new business quotes and cross-selling opportunities.
• Support the agency owner with day-to-day administrative responsibilities.
• Handle customer information professionally and confidentially.

Qualifications

Strongly Preferred

• At least 1 year of experience working with a U.S. property and casualty insurance agency.
• Familiarity with personal lines insurance, particularly auto, homeowners, renters, and landlord policies.
• Experience working with insurance carrier portals and agency management systems.
• Understanding of common insurance terminology, endorsements, renewals, and underwriting requirements.
• Familiarity with Nowcerts, Agencyzoom and Turborater.

Required

• Excellent written and spoken English.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks independently.
• Dependable attendance and consistent communication.
• Comfortable speaking with U.S. customers over the phone.
• Strong problem-solving skills and willingness to learn.
• Reliable internet connection and a quiet, professional workspace.
• Ability to work U.S. Mountain Time business hours.

Experience with NowCerts, Progressive, Safeco, Travelers, Liberty Mutual, or National General is a significant advantage.

What We Offer

• Long-term opportunity with a growing U.S. insurance agency.
• Competitive compensation based on experience.
• Performance-based bonuses.
• Training and opportunities for professional development.
• Supportive, professional working environment.
• Opportunity to take on additional responsibilities as the agency grows.

How to Apply

Please include the following in your application:

1. A brief introduction about yourself.
2. Details about your previous U.S. insurance experience,