Insurance Virtual Assistant

Full Job Description

We are seeking a Remote Personal Lines Insurance Quoting Specialist to join our independent insurance agency.

The ideal person would have a few years experience in the insurance industry, though it is not required.

You will be responsible for running accurate insurance quotes using our agency's quoting systems, ensuring that all necessary reports are pulled and uploaded into EZLynx before submission. This is a full-time, remote position.

Job Responsibilities

Accurately run Personal Lines quotes using various carrier platforms and rating tools.- Ensure all required reports (such as insurance scores and CLUE reports) are pulled and properly saved in EZLynx.- Identify the individual with the lower insurance score and list them first on all quotes.- Verify all policy details for accuracy, including coverage limits, deductibles, and underwriting guidelines.- Follow established quoting procedures and adhere to carrier underwriting rules.- Communicate with agency team members regarding missing information or additional documentation required for quoting.

Job Requirements

The following requirement are ideal but NOT required.

Minimum of 2 years of experience in the insurance industry, specifically in quoting .- Currently employed in the insurance industry- Experience using EZLynx, comparative raters, and various insurance carrier quoting platforms.- Must have an up-to-date computer (capable of handling multiple software programs efficiently).- Dual monitor setup to ensure optimal efficiency in running quotes.- **Stable, wired internet connection** (no Wi-Fi) to ensure secure and uninterrupted work.- Strong **attention to detail** and ability to **follow strict quoting guidelines**.- Ability to work **independently and efficiently** in a fast-paced environment.

Skills Required

• Admin Support - Intermediate
• Customer Service - Expert
• Business Communication - Intermediate
• Communication Skills - Expert

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