Insurance VA (Personal Lines Focus)

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TYPE OF WORK

Full Time

SALARY

Starts at $8/hr

HOURS PER WEEK

40

DATE UPDATED

Aug 4, 2026

JOB OVERVIEW

Job Description:

Job Title: Insurance VA/CSR
Position Type: Remote / Virtual Assistant
Reports To: Agency Principal / Operations Manager
Schedule: 8 am to 5 pm Pacific

Role Overview

We are seeking a highly organized, detail-oriented, and customer-service-minded Virtual Assistant to support our Farmers agency operations. This role will assist with client communication, service requests, policy administration, inbox management, renewal support, and general agency workflow coordination.
The ideal candidate should be comfortable working in a structured insurance environment, handling recurring tasks accurately, communicating professionally with clients, and following established procedures. This role requires strong attention to detail, responsiveness, and the ability to manage multiple priorities while maintaining a positive customer experience.

Key Responsibilities
Customer Service & Phone Support
-Answer or assist with incoming client calls in a professional and courteous manner.
-Communicate clearly with customers to understand their needs, concerns, and service requests.
-Route client inquiries to the appropriate tea ---------- mber or Farmers/Foremost service channel when applicable.
-Assist with new business inquiries by gathering basic information and routing opportunities appropriately.
-Provide timely follow-up on customer requests.
-Maintain a professional, calm, and service-oriented tone in all client interactions.
-Monitor and manage alerts, activities, and service tasks within agency systems.
-Track policy expirations, renewals, follow-ups, and open service items.
-Complete routine servicing tasks for the personal lines book of business.
-Maintain accurate and timely system notes, documentation, and task updates.

Personal Lines Service Support
-Assist with policy updates, basic policy changes, certificates of insurance, and service requests.
-Support documentation related to billing, coverage changes, renewals, and client inquiries.
-Help ensure requests are processed accurately and routed appropriately.
-Escalate complex coverage or underwriting questions to licensed tea ---------- mbers.


Email & Inbox Management
-Monitor shared inboxes and route incoming messages based on urgency and topic.
-Prioritize client service requests and follow up on outstanding items.
-Keep inboxes organized and ensure nothing time-sensitive is missed.
-Draft clear, professional responses using approved templates and guidance.

Loss Runs, Loss Control & Follow-Up
-Initiate and track loss run requests with carriers.
-Follow up on outstanding loss run or loss control items.
-Organize received documents and notify the appropriate tea ---------- mber when items are complete.
-Maintain visibility on open requests so deadlines are not missed.

Renewal & Administrative Support
-Gather and organize renewal documents.
-Help prepare materials needed for quoting, marketing, and renewal workflows.
-Complete or update ACORD forms and other agency documentation as directed.
-Assist with data entry, file organization, and recurring administrative tasks.

Required Skills & Qualifications
-Strong verbal and written English communication skills.
-Comfortable speaking with clients by phone.
-Strong customer service mindset.
-Excellent attention to detail and accuracy.
-Strong organizational skills and follow-through.
-Ability to manage multiple tasks and prioritize effectively.
-Comfortable working in systems, checklists, and structured workflows.
-Reliable, responsive, and proactive.
-Ability to identify missing information and ask good follow-up questions.
-Ability to escalate unclear or complex items appropriately.
Preferred Qualifications

Prior insurance agency support experience.
-Familiarity with insurance platforms.
-Experience with personal lines insurance.
-Experience with certificates, billing support, policy changes, renewals, and service requests.
-Experience using task management systems, shared inboxes, CRMs, or agency management tools.

Ideal Candidate Profile
-The ideal candidate is dependable, organized, and comfortable balancing customer communication with administrative execution. This person should be able to follow procedures carefully, communicate professionally, and keep recurring service workflows moving without constant reminders.
Success in this role will be measured by responsiveness, accuracy, organization, communication quality, and timely completion of assigned service tasks.

To APPLY: Please submit your application through the provided link below:

---------- / ---------- /f/8cq14rp-6076/DEPXRZ7V0Q4F2UZ5YQ

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