Home Insurance VA

We are seeking an experienced, proactive, and highly resourceful Home Insurance Virtual Assistant to support our client's growing agency.
This is not a typical entry-level data entry position—we are looking for a reliable operational partner who can take ownership of daily administrative tasks, manage policy lifecycles, and navigate carrier portals independently.

Compensation & Benefits:Starting Rate: $6.00/hourRetention bonusPerformance-based pay raises (Month 3, Year 1 and 2)

Key Responsibilities:
Policy & Lifecycle ManagementProcess policy renewals, endorsements, cancellations, and certificates of insurance (COIs).Communicate directly with mortgage companies and lenders to update policy details, loss payee clauses, and mortgagee info.Navigate and update multiple insurance carrier systems and portals efficiently.
Collections & Account SupportConduct courteous follow-ups via phone and email for overdue payments and collections.Handle incoming basic customer support queries regarding policy statuses and updates.Ensure accurate, timely updates across our agency CRM and database systems.
Administrative & Workflow OwnershipManage agency email inboxes, prioritizing urgent client and carrier communications.Take initiative to solve operational bottlenecks and build personal cheat-sheets/workflows where formal SOPs are absent.Maintain strict adherence to data privacy standards when handling sensitive customer information (SSN, banking details, policy docs).

Mandatory Requirements:Insurance Experience: At least 1–2 years of experience supporting US-based personal or commercial insurance agencies.
Software Proficiency:Google Workspace & Microsoft Office (Excel, Word, Outlook).Hands-on experience with Agency Management Systems (e.g., EZLynx, Applied Epic, HawkSoft, AMS360) and carrier portals.
Resourcefulness: Strong problem-solving ability with a proven track record of working independently without step-by-step documentation.
Communication: Flawless written and verbal English communication. Comfortable making outbound phone calls to financial institutions and clients.
Real-Time Collaboration: Available during US business hours and comfortable communicating via Slack, WhatsApp, or email throughout the day.
Security & Trust: High level of integrity when managing sensitive personal data.