Commercial / Personal Lines Insurance Specialist

Are you a detail-oriented, organized, and tech-savvy individual with a passion for providing top-notch support? If you are experienced in administrative tasks, possess excellent communication skills, and thrive in a virtual work environment, we have an exciting opportunity for you! We are looking for a Commercial/Personal Lines VA to join our team and assist in various tasks, including email correspondence, data entry, and more.

Position: Insurance Service Specialist

Qualifications:


Email Management: Handle email correspondence, both sending and responding promptly and professionally.
Data Entry: Accurately enter data into spreadsheets and databases, maintaining data integrity.
Internet-Based Tools: Utilize internet-based communication tools such as Airtable, Gmail, Slack, Zoom, and CRMs for efficient task management.
Excel and Google Sheets: Utilize your experience in Excel and Google Sheets to handle various data-related tasks.
Attention to Detail: Ensure precision and meticulous attention to detail in all assigned tasks.
Communication Skills: Maintain strong written and spoken communication skills, as you will be part of a remote team.

Responsibilities:

Quotes and Proposals: Create hypothetical quotes and proposals as needed.
Certificate of Insurance Processing: Review and update certificates of insurance as per specific requirements. Maintain accuracy and efficiency in processing these critical documents.
Process and send certificates out within a 24-48 hour timeframe, meeting client needs efficiently.
Software Training: Familiarize yourself with industry-specific software and tools, with training provided as needed. Utilize CRM software, specifically QQCatalyst, for effective management of certificate processing.

Requirements:

Insurance Experience: To excel in this role, you must have a minimum of 2 years of experience in Commercial/Personal Lines Insurance.
Tech-Savvy: Proficiency in using internet-based communication tools and software is essential.
Internet Connection: A strong and reliable internet connection is a must for smooth remote operations.
Data Skills: Familiarity with Excel and Google Sheets for data-related tasks.
Attention to Detail: Meticulous attention to detail in all tasks is imperative.
Communication: Strong written and spoken communication skills for virtual collaboration.

Are you ready to embark on a virtual support role that offers variety, challenges, and the opportunity to contribute to our thriving insurance business? Join our team and make an impact!

To apply, please submit your resume and a brief cover letter outlining your relevant experience and skills.

Join us in delivering top-quality support in the dynamic world of insurance!