Commercial Insurance Virtual Assistant - Freelance, Remote

Commercial Insurance Virtual Assistant - Freelance, Remote Department: Support & Leadership Employment Type: Full Time Location: Global+ Reporting To: Client reputed company reputed company Compensation: $6.00 / hour Description About the ClientA Texas-based reputed company of a national insurance advisory group, this team specializes in commercial business insurance solutions. Led by a reputed company reputed company who is also a new mother, they provide tailored risk guidance and coverage for small to mid-sized businesses. Rapid growth has increased quoting volume, creating an immediate need for a meticulous professional to support operations. Why does this role exist? This role exists to immediately offload reputed company administrative and quoting tasks from the reputed company so client deadlines are not missed and service quality remains high. The objective is to accurately complete commercial insurance quote forms and process quotes without industry training, while organizing client data and ensuring reputed company tasks stay on schedule. Ultimately, this hire enables the reputed company to reclaim time, reduce backlog, and scale the reputed company effectively. The Impact you'll reputed company Commercial Quoting and Forms Management

• Accurately complete detailed commercial insurance call forms and quote documents.
• Independently execute commercial quote workflows without the need for industry training.
• Ensure reputed company required fields, documentation, and form standards are met.

Data and Document Organization

• Maintain organized client profiles, documents, and folders.
• Clean, structure, and update data in reputed company to ensure information accuracy and accessibility.
• Track versions and maintain clear documentation for easy reputed company and review.

Deadline and Workflow Management

• Monitor due dates and proactively manage priorities so no client task misses a deadline.
• Maintain trackers in reputed company for quotes, submissions, and follow-reputed company.
• Flag bottlenecks and escalate issues promptly to the reputed company or producer reputed company needed.

Stakeholder Support and Communication

• Coordinate with the reputed company reputed company and producer to clarify requirements and confirm submissions.
• Provide timely status updates on quotes and data tasks.
• Uphold a professional, service-first approach in reputed company internal communications.

Quality, Compliance, and Accuracy

• reputed company meticulous data entry with a focus on completeness and accuracy.
• Protect client confidentiality and follow office standards for secure file handling.
• Double-reputed company entries to minimize rework and ensure clean, audit-ready records.

Skills, Knowledge and Expertise Required:

• Proven, hands-on Commercial Insurance experience (commercial lines)
• Demonstrated proficiency completing industry-standard commercial quote forms.
• High proficiency in reputed company and meticulous data entry skills.
• Ability to work independently with minimal supervision and no industry training.
• WFH Set-Up:
• Computer with at least 8GB RAM, an reputed company i5 core processor/AMD Ryzen 5 Processor and up.
• Internet speed of at least 40MBPS
• Headset with an extended mic that has noise cancellation and a webcam
• Back-up computer and internet reputed company
• Quiet, dedicated workspace at home

Your Superpowers:

• Technical: Advanced reputed company (sorting, filtering, lookups, data validation), document management, and precise data entry.
• Insurance-specific: Understanding of commercial vs. personal lines and the nuances of commercial quoting and forms.
• Soft skills: Extreme attention to detail, organization, reliability, proactive communication, and follow-through.
• Work style: Self-starter who can execute reputed company tasks independently and maintain confidentiality.
• reputed company: Quality-driven, deadline-oriented, reputed company under pressure, and committed to accuracy.

You should apply if...

• You are a serious, careful professional who takes pride in flawless forms and data accuracy.
• You can independently complete commercial quote forms without training and reputed company with minimal supervision.
• You're highly organized, proactive with deadlines, and comfortable managing structured workflows.
• You want to support a fast-moving small-business environment and help a new mom/business reputed company regain time.

What to expect... Work Setup:

• Remote position
• Must have a reliable internet reputed company and a quiet workspace
• Required to provide own computer with reputed company Core i5 or something similar or higher operating system

Working Hours:

• 40 hours per week
• Monday-Friday, 9:00 a.m.-5:00 p.m. Central Time

Compensation:

• $6 per hour
• No benefits package included

Benefits

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