Job Description
Job Description: Virtual Assistant
Key Responsibilities
• Review new business and renewal inquiries/intake forms.
• Understand client requirements and accurately enter information into the appropriate carrier systems.
• Assist with quoting for personal lines and commercial lines.
• Analyze information provided in digital forms and determine the appropriate placement within carrier systems.
• Maintain accuracy and attention to detail while processing quotes.
• Follow established processes while using sound judgment when information does not fit a standard pattern.
• Participate in the team's daily morning video call and communicate effectively with the team.
• Support additional policy servicing and insurance-related tasks as responsibilities expand.
Required Skills & Qualifications
• Strong analytical and problem-solving ability with good common sense.
• Ability to read, understand, and interpret intake forms and client requirements.
• Good attention to detail and accuracy.
• Basic financial/business acumen; specialized accounting qualifications such as CPA are not required.
• Comfortable working with digital systems and learning new software/carrier platforms.
• Willingness to learn insurance quoting processes through training.
• Strong communication and ability to work independently in a remote environment.
• Prior experience in insurance, quoting, or policy servicing would be an advantage but is not explicitly required.
US Shift
Salary - 4 - 4.5 LPA