Commercial & Personal Lines Insurance VA

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TYPE OF WORK

Any

SALARY

TBD

HOURS PER WEEK

40

DATE UPDATED

May 15, 2026

JOB OVERVIEW

Insurance Virtual Assistant – Commercial & Personal Lines Support

We are looking for an experienced Insurance Virtual Assistant to join our agency team for long-term, full-time support.
The ideal candidate should have experience in both Commercial Lines and Personal Lines, with a stronger focus on Commercial Lines. This role will primarily support the agency with administrative, documentation, and client-service tasks.

Responsibilities
Assist with backend insurance agency operations
Prepare and process Commercial Lines applications
Create and complete ACORD forms
Issue Certificates of Insurance (COIs)
Assist with policy documents, endorsements, renewals, and follow-ups
Communicate professionally with clients, carriers, and internal tea ---------- mbers
Support both Commercial Lines and Personal Lines workflows as needed
Keep records organized and updated in the agency management system

Qualifications
Experience as an Insurance VA or insurance agency assistant
Strong experience with Commercial Lines required with Personal Lines experience
Experience with HawkSoft is preferred
Knowledge of ACORD forms, applications, and COIs
Good written and verbal communication skills
Detail-oriented, organized, and reliable
Able to work full-time and long-term
Must have stable internet and backup power

Work Setup
Remote / Work from home
Full-time position
Long-term opportunity
Primarily backend support role

To Apply
Please send your resume and a brief summary of your insurance experience, especially your Commercial Lines experience, ACORD forms, COIs, and any experience with HawkSoft.

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