Insurance Virtual Assistant

About the Role

We are seeking a highly organized and proactive insurance operations professional to provide strategic back-office and administrative support for a fast-paced insurance team. This role combines policy servicing, renewal coordination, CRM management, lender inquiry support, and workflow optimization.

The ideal candidate is systems-oriented, detail-focused, and comfortable managing insurance processes across personal and commercial lines. Experience with agency management systems and insurance operations is essential.

Responsibilities

• Maintain accurate client records, documents, and communications within agency management systems.
• Support policy renewals, endorsements, cancellations, reinstatements, and account servicing workflows.
• Process certificates of insurance (COIs), auto ID cards, lender requests, and mortgage change requests.
• Assist with quoting, ACORD pr...