Commercial Insurance Virtual Assistant - Freelance, Remote

About the Client
A Texas-based branch of a national insurance advisory group, this team specializes in commercial business insurance solutions. Led by a branch owner 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.

This role exists to immediately offload complex administrative and quoting tasks from the owner 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 all tasks stay on schedule. Ultimately, this hire enables the owner to reclaim time, reduce backlog, and scale the branch effectively.