Personal Lines Insurance Virtual Assistant

Position Type: Remote

Schedule: 8 am to 5 pm Pacific

Rate: $8/hr

Benefits: Paid Holiday and PTO

We are looking for an experienced and detail-oriented Personal Lines Insurance Virtual Assistant to support our insurance team with policy servicing, client communication, quoting, renewals, and administrative responsibilities.

The ideal candidate has prior experience working in a personal lines insurance agency and is comfortable using an Agency Management System (AMS). This role requires strong communication skills, excellent attention to detail, and the ability to work independently in a fast-paced environment.

Key Responsibilities

• Handle inbound and outbound calls with clients and insurance carriers
• Assist with servicing personal lines insurance policies
• Process policy changes, endorsements, renewals, and cancellations
• Prepare and process personal lines insurance applications
• Assist with quoting auto, homeowners, renters, umbrella, and other personal lines policies
• Gather necessary client and underwriting information
• Follow up on outstanding underwriting requirements
• Assist with billing and payment inquiries
• Provide clients with policy documents, ID cards, and other requested documentation
• Update client and policy information accurately in the AMS
• Communicate with clients regarding policy updates, renewals, and outstanding requirements
• Maintain accurate and organized client records
• Respond promptly and professionally to emails and client inquiries
• Coordinate with agents, carriers, and internal team members
• Complete administrative and policy-related tasks with accuracy and urgency

Qualifications & Requirements

• Previous Personal Lines Insurance experience is required
• Experience using any insurance Agency Management System (AMS)
• Strong understanding of personal lines insurance processes and terminology
• Experience with policy servicing, renewals, endorsements, cancellations, and quoting
• Experience navigating insurance carrier websites
• Strong phone skills and confidence communicating with clients and carriers
• Excellent written and verbal English communication skills
• High level of accuracy and attention to detail
• Strong organizational and multitasking abilities
• Ability to prioritize tasks and meet deadlines
• Self-motivated and comfortable working independently
• Proactive, responsive, and willing to learn new systems and processes

Ideal Candidate

We’re looking for someone who already understands the personal lines insurance workflow and can confidently support agents with client servicing, policy management, quoting, renewals, and day-to-day administrative needs.

Main changes: Removed all carrier-specific indicators and changed the system requirement to experience with any AMS platform.