Insurance Virtual Assistant – Personal & Commercial Line

About the Role: We are looking for an experienced Insurance Virtual Assistant to support our agency with both Personal and Commercial Lines. This person will assist with quoting, carrier communication, client follow-up, and general insurance servicing. The ideal candidate has previous experience working with a U.S. insurance agency and is comfortable communicating directly with clients, carriers, and underwriters. Key Responsibilities: Answer inbound calls from clients regarding quotes, coverage, policies, and general insurance questions Gather information needed to obtain new insurance quotes Prepare and request Personal Lines quotes, including Auto, Home, Renters, Umbrella, and related coverage Assist with Commercial Lines quotes, including General Liability, Commercial Auto, Workers' Compensation, BOP, Property, and other business insurance Enter information into carrier portals and comparative rating systems Contact carriers and underwriters to obtain quotes and confirm eligibility Make outbound calls to carriers regarding pending quotes, coverage questions, underwriting requirements, and missing information Follow up with clients for applications, documents, loss runs, driver information, property details, and other requirements Compare quotes, premiums, deductibles, limits, and coverage options Track pending quotes and follow up until completed Maintain accurate notes and documentation in the agency management system/CRM Assist licensed agents with renewals, endorsements, certificates, and other policy servicing when needed Qualifications: Previous experience with a U.S. insurance agency or carrier Experience with Personal and/or Commercial Lines; experience with both is strongly preferred Familiarity with insurance carrier portals and quoting processes Comfortable speaking with carriers, underwriters, and clients Strong English communication skills Highly organized with excellent follow-up skills Detail-oriented and comfortable managing multiple quotes at once Experience with insurance agency management systems or comparative raters is a plus Work Setup: Remote, U.S. Pacific Business Hours Full-time