Commercial Lines Insurance Virtual Assistant – EZLynx Preferred

Company: Jones Insurance Group, LLC
Job Type: Full-Time, Long-Term
Location: Work from Home – Philippines
Hours: Monday–Friday, U.S. Eastern business hours 8am -5pm
Pay: $5–$7 USD per hour, depending on experience

About Our Company

Jones Insurance Group is an independent, full-service insurance agency located in South Carolina, USA. We are looking for a reliable, detail-oriented Virtual Assistant to support our commercial lines department.

We want someone who understands the U.S. insurance industry, is comfortable working with commercial property and casualty accounts, and can help our team stay organized and provide excellent customer service.

Experience with EZLynx and U.S. commercial insurance is a major advantage.

We are looking for someone interested in a long-term position who will become a dependable part of our team.

Job Responsibilities

Assist our commercial lines team with daily administrative and customer service tasks.

Update client accounts, policy information, activities, and documents in EZLynx.

Prepare certificates of insurance (COIs) for review and processing according to agency procedures.

Assist with policy renewals, including requesting updated information and following up on outstanding items.

Prepare and organize ACORD applications and underwriting submissions.

Request loss runs and gather documents needed for underwriting.

Follow up with insurance carriers and underwriters regarding pending submissions and policy requests.

Assist with endorsement requests and routine policy servicing.

Maintain accurate client files and track renewal dates.

Send routine email s and follow up with clients for missing information.

Help keep our commercial lines department organized and efficient.

All insurance transactions and activities requiring licensing or agency authorization will follow our established procedures and supervision.

Required Qualifications

Strong written and spoken English.

Excellent attention to detail and organizational skills.

Ability to follow instructions and meet deadlines.

Reliable internet connection and a suitable home-office setup.

Ability to work independently with minimal supervision.

Professional communication skills and a customer-service mindset.

Willingness to work U.S. Eastern business hours.

Preferred Qualifications

Previous experience working for a U.S. insurance agency.

Commercial lines property and casualty insurance experience.

Experience with EZLynx Management System.

Familiarity with ACORD forms, certificates of insurance, renewals, endorsements, and underwriting submissions.

Experience with U.S. insurance carrier portals.

Candidates with relevant insurance experience will receive preference over applicants with general virtual assistant experience only.

Compensation and Benefits

Competitive hourly pay based on experience.

Full-time, long-term opportunity.

Opportunity to learn and grow with an established independent insurance agency.

Clear workflows, training, and ongoing communication with our team.

How to Apply

Please answer the following questions in your application with a video message:

How many years have you worked in the U.S. insurance industry?

Have you worked for an independent insurance agency? If yes, for how long?

Do you have commercial lines P&C experience? Please describe the types of accounts you have handled.

Have you used EZLynx? Please explain which functions you have used.

What experience do you have with certificates of insurance, ACORD forms, endorsements, renewals, and submissions?

Which U.S. insurance carrier portals have you worked with?

Are you available to work Monday–Friday during U.S. Eastern business hours?

What hourly rate are you requesting?

Please describe how you organize your daily tasks and follow up on outstanding items.

Important: Please put “Commercial Lines Ready -(Your Name)” so we know you have read the entire job posting.

We look forward to finding a dependable team member who can help our commercial lines department operate more efficiently.