Virtual assistant C1

We are seeking a highly experienced Bilingual Licensed Insurance Virtual Assistant (English/Spanish) to support day-to-day Commercial Lines operations. This role is ideal for a senior insurance professional with strong autonomy, deep knowledge of U.S. commercial insurance processes, and the ability to manage the full policy lifecycle with minimal onboarding. The selected candidate will play a key role in policy servicing, quoting, renewals, and carrier coordination, acting as a reliable extension of the client’s internal team in a fast-paced, service-driven environment.

Key Responsibilities

Manage policies throughout the full lifecycle: quote, bind, endorse, renew Process endorsements, cancellations, and policy updates accurately and efficiently Handle renewals and remarketing to ensure competitive coverage and pricing Maintain precise and up-to-date records within the agency management system (AMS) Client Communication via phone, email, and messaging Clearly explain coverage options, policy terms, and premiums Support clients with policy changes and service inquiries Conduct multi-carrier quoting and coverage comparisons Work directly with carriers to bind, amend, and renew policies Navigate carrier portals and underwriting requirements effectively Retention & Account Support

Experience Background working with independent insurance brokerages Familiarity with U.S. insurance markets and carriers Experience supporting B2B clients or high-level commercial accounts Active U.S. Property & Casualty Insurance License 2–5 years of hands-on experience supporting Commercial Lines insurance Strong understanding of policy lifecycle management Proven experience working with Applied Epic or similar insurance agency management systems

 

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