Virtual Assistant

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