Data Assistant

Job Description:
We are a growing independent insurance agency seeking a reliable, detail-oriented Virtual Assistant (VA) to assist with daily tasks and support quoting operations using EZLynx. If you are proactive, enjoy working with insurance tools, and have a strong attention to detail, we’d love to hear from you! This is a remote, long-term position where you can work from the comfort of your home.

Key Responsibilities:

Quoting Assistance: Assist in creating, updating, and managing insurance quotes using the EZLynx platform for various insurance lines (Auto, Home, Commercial, etc.).
Customer Data Management: Input and maintain client information, ensuring accuracy in every entry.
Daily Administrative Tasks: Handle routine administrative duties including scheduling, email correspondence, data entry, and managing documents.
Quote Comparison: Help compare quotes from multiple carriers and ensure customers receive the best options available.
Follow-Up & Communication: Assist with customer follow-ups, answering questions, and providing status updates on quotes and policies.
Organizational Support: Maintain organized files, records, and workflows to ensure smooth operations for the agency.
Skills and Qualifications:

Attention to Detail: Must be highly accurate in data entry, quoting, and document management.
Strong Communication Skills: Fluent in written and spoken English to interact with clients and the team effectively.
Insurance Knowledge: Previous experience in the insurance industry is preferred but not mandatory. Familiarity with insurance products (Auto, Home, Commercial) is a plus.
Tech-Savvy: Comfortable with various software tools (Google Suite, Microsoft Office, etc.), and a quick learner of new platforms.
Time Management: Ability to work independently, manage tasks, and meet deadlines without supervision.
Reliable Internet Connection: Must have a stable internet connection for smooth communication and task execution.
Preferred but Not Required:

Experience in handling customer inquiries and providing customer service.
Knowledge of other insurance management systems or rating platforms.
Previous VA experience in the insurance industry.

Our hours are: 9:00-5:00PM EST

What We Offer:

Salary is paid every 2 Weeks via Wise
Paid US Holidays
Paid PTO
Paid Vacation
Paid Sick Time

HOW TO APPLY? Submit your Resume & send us a LOOM video answering the following questions: Why are you interested in working with our insurance agency? Describe why you are the perfect fit to join our team. What do you enjoy to do on your time off? Interests/Hobbies.