Part Time Insurance Virtual Assistant | 21233

Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails.

Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

1. Monitor and triage shared client emails, phone calls, and service requests.
2. Respond to routine client questions using the agency's approved procedures and escalation rules.
3. Collect information and documentation required for policy-service requests.
4. Follow up with clients, carriers, and underwriters regarding missing information and pending requests.
5. Provide agency-wide administrative coverage when any broker is traveling or unavailable.

1. Process certificates of insurance through the agency's established workflow.
2. Support endorsements, policy changes, renewals, and related documentation within applicable licensing boundaries.
3. Add new policies and maintain accurate policy and client information in EZLynx.
4. Complete invoicing and other routine servicing activities in EZLynx.
5. Prepare and send requests to underwriters, carriers, and internal processing teams.
6. Maintain accurate notes, activities, statuses, and documents in EZLynx.

1. Identify stalled requests, missing documentation, and items requiring broker involvement.
2. Escalate coverage questions, complex situations, and activities requiring an insurance license.
3. Provide a daily report covering completed work, pending requests, missing information, and escalated matters.
4. Assist with additional administrative or policy-servicing tasks assigned by agency leadership.

1. EZLynx (strong hands-on experience strongly preferred)
2. Microsoft Excel or comparable spreadsheet software
3. Email and phone-based customer service platforms

1. Approximately five or more years of relevant insurance-support experience preferred.
2. Prior experience supporting an insurance agency.
3. Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
4. Strong EZLynx experience preferred.
5. Ability to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.
6. Requires training on agency-specific procedures rather than insurance fundamentals.
7. Capable of independently communicating with clients, carriers, underwriters, and processing teams.
8. Highly organized, dependable, proactive, and detail-oriented.
9. Able to recognize when tasks can be completed independently and when escalation is required.
10. Comfortable supporting multiple brokers through a shared priority system.
11. Interested in potentially expanding from part-time to full-time.
12. Experience handling confidential client, policy, and financial information.

• USB Headset with noise-cancellation feature

• Working Webcam

• Computer with at least 1.8 GHz processor and at least 4GB RAM

• Main Internet Service Speed: at least 25 Mbps cable connection

• Backup Internet Service Speed: at least 10 Mbps

• Only qualified candidates will be invited to take the assessment & scheduled for an interview.

• We have other vacancies that might interest your friends & colleagues. They can check us out at our Jobs Website.

• You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.