Virtual Assistant – Commercial Lines

Overview:
We are seeking a highly organized and detail-oriented Virtual Assistant to support our Commercial Lines Account Managers. The ideal candidate will have commercial insurance experience, strong English communication skills, and proficiency in Word and Excel. This role involves assisting with day-to-day tasks, policy management, and client communications to ensure smooth operations.

Key Responsibilities:

• Issue Certificates of Insurance under the direction of the Account Manager.
• Research billing questions for Account Managers or clients, including contacting carriers for detailed billing and payment information.
• Process Workers’ Compensation audits.
• Process policy changes in carrier portals or via email requests to carriers.
• Set reminders and follow-ups for endorsements or other client-specific concerns.
• Assist with proposals and renewal workbooks for new and renewal accounts.
• Obtain copies of policy documents or coverage sections as requested by the Account Manager.
• Organize and attach correspondence from companies or insureds (invoices, renewal notices, cancellations/reinstatements, letters, etc.).
• Follow up with clients via email for requested information regarding renewals.
• Provide general administrative support to Account Managers as tasks arise.

Qualifications:

• Commercial lines insurance experience preferred.
• Strong proficiency in Microsoft Word and Excel.
• Excellent English communication skills, both written and verbal.
• Detail-oriented, organized, and proactive in following up on tasks.
• Ability to manage multiple tasks efficiently in a remote environment.

To Apply:
1. Send the link to your resume (Gdrive)

2. Send the link to your short loom video (loom.com) - intro about yourself