Insurance Agency Virtual Assistant

Job Title: Virtual Assistant (Insurance Specialist)

Company: TMW Insurance Group

Location: Remote

About TMW Insurance Group
TMW Insurance Group is a thriving, customer-focused agency dedicated to providing personalized insurance solutions for both personal and commercial lines. Our commitment to excellence, integrity, and client satisfaction has established us as a trusted provider within the community. We take pride in our team-oriented culture and strive to empower our employees to excel and grow within their roles.

Position Overview
We are seeking a detail-oriented and proactive Virtual Assistant with experience in the insurance industry. The ideal candidate will have hands-on experience with EZLynx software, proficiency in Gmail, and a strong understanding of personal and commercial insurance lines. In this role, you will collaborate closely with our agents and customers to ensure accurate data collection, manage customer re-quotes, and deliver top-notch customer service. You will serve as a cornerstone of our agency, ensuring that all aspects of customer service and quoting run smoothly.

Key Responsibilities
Quoting & Re-Quoting: Utilize EZLynx to generate accurate, timely quotes and re-quotes for both personal and commercial lines.
Data Collection & Management: Gather and organize client information, documentation, and policy details to maintain comprehensive and up-to-date records.
Customer Service: Provide excellent customer support via phone, email, and chat. Address inquiries, resolve issues, and build positive relationships with clients.

Email & Correspondence: Manage Gmail inboxes, promptly respond to customer and internal emails, and ensure professional communication.
Documentation & Reporting: Maintain meticulous records of customer interactions, quotes, and follow-ups. Prepare regular reports on productivity, client feedback, and support metrics.
Process Optimization: Identify opportunities to streamline internal processes related to quoting, data collection, and customer communication.
Collaboration: Work closely with team members, underwriters, and carriers to coordinate efforts and ensure customers receive the best possible coverage and service.
Qualifications & Skills
Insurance Expertise: Minimum of 1 year of experience working in an insurance agency or related industry, specifically with personal and/or commercial lines.
EZLynx Proficiency: Hands-on experience creating quotes and handling re-quotes using EZLynx software.
Technical Proficiency: Strong knowledge of Gmail (or other email platforms) and basic office software (Microsoft Office, Google Workspace, etc.).
Customer Service: Outstanding verbal and written communication skills, with a professional and empathetic approach to client interactions.
Attention to Detail: Proven ability to manage and track multiple tasks simultaneously while maintaining accuracy.
Organizational Skills: Excellent time management, ability to prioritize tasks, and maintain well-organized records.
Team Player: Willingness to collaborate with a diverse team, and the ability to adapt to a fast-paced, evolving environment.
Remote Work Setup: Reliable computer, high-speed internet connection, and a quiet workspace conducive to customer support activities.

Why Join TMW Insurance Group
Collaborative Environment: Join a supportive, forward-thinking team dedicated to continuous improvement and professional development.
Growth Opportunities: As part of our virtual team, you’ll have the chance to expand your skills in various aspects of insurance and customer service.
Flexibility: Enjoy the benefits of remote work while being a pivotal part of a reputable and growing insurance agency.
Competitive Compensation: We offer a competitive pay structure commensurate with experience, plus potential for performance-based incentives.


We look forward to reviewing your application and exploring how you can make a positive impact at TMW Insurance Group.

Join us in our mission to provide outstanding insurance solutions and unparalleled customer service—apply today!