Insurance Virtual Assistant

We are a dynamic insurance agency committed to providing top-notch insurance solutions and exceptional customer service to our clients. As we continue to grow, we are seeking a dedicated and highly organized Insurance Virtual Assistant to join our team. This remote position offers the opportunity to work from the comfort of your home while contributing to our mission of serving our valued customers. Job Description: As an Insurance Virtual Assistant, you will play a crucial role in supporting our insurance agency's day-to-day operations. Your primary responsibilities will revolve around assisting with insurance quoting, customer service, handling incoming calls, addressing billing inquiries, and liaising with mortgage companies. Key Responsibilities: • Insurance Quoting: Obtain insurance quotes from various insurance companies for personal lines policies (auto, home, renters, etc.) based on client needs and preferences. • Customer Assistance: Provide exceptional customer service by assisting clients with policy inquiries, coverage explanations, and policy changes. • Phone Support: Answer incoming calls promptly and professionally, addressing client inquiries, and directing calls to the appropriate team members when necessary. • Billing Support: Assist clients with billing-related questions, process payments, and resolve billing discrepancies. • Mortgage Liaison: Communicate with mortgage companies to verify insurance requirements, update policy information, and ensure compliance. • Documentation and Record-keeping: Maintain accurate and organized records of client interactions, transactions, and policy information. • General Administrative Tasks: Handle various administrative tasks such as data entry, email communication, and document preparation. Qualifications: • Previous experience in the insurance industry, particularly personal lines insurance, is is not required but helpful. • Strong customer service skills with a commitment to providing excellent client experiences. • Exceptional communication skills, both written and verbal. Fluent English. • Fast typing • Proficiency in using computers and basic apps. • Highly organized with strong attention to detail. • Ability to work independently and efficiently in a remote setting. • A reliable high-speed internet connection and a suitable workspace at home. • Fast computer with 2 monitors and a noise-cancelling head set. How to Apply: Please submit your resume to cody@dynastyinsurance.biz