Insurance Virtual Assistant | Personal & Commercial Lines

Overview

Looking for full-time work (8 hours/day)

at $5.82/hour ($1,120.00/month)

Bachelor's Degree

Last Active

June 24th, 2026 (3 days ago)

Member Since

October 14th, 2020

Profile Description

I am an experienced Insurance Virtual Assistant providing administrative and support to insurance agencies handling both personal and commercial lines. I help streamline agency workflows, manage policy documentation, and support daily operations so agents can focus on growing their business and serving clients.

Insurance Support/Servicing Tasks

• Processed quoting, renewals, endorsements, loss runs, cancellations, policy checking & filing claim.
• Pulling renewals and reviewing policies for accuracy
• Client email support for policy inquiries, endorsements, and follow-ups
• Preparation and sending of Certificates of Insurance (COIs) and Evidence of Property Insurance (EPIs)
• Accurate policy documentation, data entry, and client record management
• Supporting daily agency operations and client service tasks

Insurance System:
AMS360
Applied Epic
HawkSoft

Carriers & MGAs
The Hartford, Auto-Owners, Nationwide, Cincinnati, Travelers, Builders Mutual, National General, Safeco, Progressive, Liberty, Frontline, Central, CNA, RVU & CRC Group and others.

Tools & Software:
Outlook, MS Teams, Slack, Monday, Canva

Availability

Available 20–40 hours per week (Monday–Friday)

I am detail-oriented, organized, and committed to helping insurance agencies stay efficient while providing excellent service to their clients.