Part-time Insurance Virtual Assistant

Type: Part-time, 20 hours per week, M-F

Location: Remote

Schedule: Monday to Friday

Industry: Insurance

Job Overview

We’re looking for a detail-oriented and tech-savvy Insurance Virtual Assistant to support an independent insurance agency with administrative tasks, client communication, policy servicing, and quoting.

The ideal candidate has previous experience working with an independent insurance agency and is proficient in EZLynx AMS. This role is best suited for someone who is organized, self-motivated, comfortable working independently, and able to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Monitor carrier websites for past-due accounts and update records accordingly
• Manage onboarding and welcome processes for new clients
• Set up and maintain client profiles in EZLynx
• Send welcome emails, insurance ID cards, and other client documents
• Initiate and manage DocuSign requests
• Collect and follow up on underwriting documents
• Prepare and send cancellation forms
• Process mortgagee and lienholder changes
• Track and follow up on underwriting requirements
• Assist with policy rewrites and renewals
• Enter client and policy information into EZLynx and carrier websites
• Generate insurance quotes and prepare side-by-side comparisons
• Send completed quotes and comparisons to agents for review
• Respond professionally to client Google Reviews
• Assist with marketing materials using Canva and Vistaprint
• Maintain accurate and organized client and policy records
• Provide additional administrative support to the insurance team as needed

Qualifications

• Previous experience working with an independent insurance agency is required
• Proficiency with EZLynx AMS is required
• Experience with personal lines insurance quoting, renewals, and policy servicing
• Experience navigating insurance carrier websites
• Familiarity with carriers such as Auto-Owners, Westfield, Progressive, and ASI is preferred
• Experience with AgencyZoom is a plus
• Strong English communication and grammar skills
• Excellent attention to detail and organizational skills
• Ability to multitask and manage priorities effectively
• Self-motivated and comfortable working independently with minimal supervision
• Comfortable working in a fast-paced and evolving environment
• Willing and eager to learn new systems, processes, and responsibilities

Ideal Candidate

We’re looking for someone who already understands the workflow of an independent insurance agency and can confidently support agents with policy servicing, renewals, quoting, client communication, and administrative responsibilities while maintaining accuracy and strong follow-through.