Inspire a Nation Business Mentoring

FULL-TIME or PART-TIME PERSONAL LINES INSURANCE CSR / VIRTUAL ASSISTANT

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: TYPE OF WORK

Any

: SALARY

$1200 - $1500/Month

: HOURS PER WEEK

35

: DATE UPDATED

Oct 16, 2026

JOB OVERVIEW

FULL or PART-TIME PERSONAL LINES INSURANCE CSR / VIRTUAL ASSISTANT
We are looking for an experienced Personal Lines Insurance CSR / Virtual Assistant to support an established U.S. insurance agency.

This is NOT an entry-level Virtual Assistant position!

We are looking for someone who already has experience working with a U.S. insurance agency and understands Personal Lines insurance.

The ideal candidate should have experience with:
• Customer Facing Conversations and Interactions (Must have strong English speaking skills)
U.S. Personal Lines Insurance
• Personal Auto Insurance
• Homeowners, Renters, and Condo Insurance
• Personal Umbrella Insurance
• Motorcycle, Boat, and Recreational Vehicle Insurance
• Life Insurance experience is a plus
• Small Commercial Insurance experience is a plus
• HawkSoft Agency Management System
• GoHighLevel CRM or other CRM tools
• Completing and updating ACORD forms
• Reviewing insurance applications and declarations pages
• Preparing information for new business quotes
• Personal Lines policy renewals and remarketing
• Policy endorsements and customer service requests
• Billing, cancellations, and reinstatements
• Basic claims support
• Carrier websites and insurance rating systems
• Following up on missing underwriting information
• Maintaining accurate customer records, notes, documents, and follow-up tasks

WHAT YOU WILL HELP US DO
Your primary job will be to support our insurance team with the daily work required to quote, service, renew, and maintain Personal Lines insurance accounts.

THE PERSON WE WANT
We need someone who is:
• Experienced with U.S. insurance
• Organized and detail-oriented
• Self-motivated
• Comfortable working independently
• Good at following up without being reminded
• Comfortable using insurance technology
• A strong written and English speaking communicator
• Able to manage several customer accounts and deadlines at the same time
• Available to work our required U.S. business hours (8 AM – 4 PM Central Time Zone)
• Looking for a long-term position

IMPORTANT
We are not looking for a general Virtual Assistant who wants to learn insurance from the beginning.
We are looking for someone who already understands Personal Lines insurance and can immediately become a productive member of our insurance team.

HOW TO APPLY
Please answer these 6 questions in the Online Jobs message area:
1. How many years have you worked for U.S. insurance agencies, and was your experience in personal lines, commercial lines, or both?
2. Which insurance agency management systems and CRMs have you used? (Name all that apply)
3. What is the maximum number of insurance quotes you handled per day in your last insurance position?
4. Describe your experience with performing customer-facing insurance service and endorsement work?
5. Describe your experience with insurance renewals and remarketing.
6. What US time zones do you prefer to work in: Eastern, Central, Mountain, or Pacific?

Please do not apply unless you answer the 6 required questions, meet THE THREE minimum experience requirements: 2+ years in U.S. insurance + Customer-Facing Insurance Experience + Strong English Speaking Skills

SKILL REQUIREMENT

Insurance English Speaking Technology Proficiency

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Job Post	Reporter	Rank	Reason	Date

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Inspire a Nation Business Mentoring

FULL-TIME or PART-TIME PERSONAL LINES INSURANCE CSR / VIRTUAL ASSISTANT

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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