Personal Lines | Insurance Virtual Office Assistant

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: TYPE OF WORK

Full Time

: SALARY

$8 per hour

: HOURS PER WEEK

40

: DATE UPDATED

Oct 8, 2026

JOB OVERVIEW

Location: Remote
Schedule: 8-5 Central

We are seeking a detail-oriented and customer-focused Insurance Customer Service & Administrative Assistant to support a growing insurance agency. This role involves assisting with client servicing, account management, quoting support, and administrative tasks while maintaining excellent customer service standards.

Key Responsibilities

- Answer incoming phone calls, take messages, document conversations, and route calls to the appropriate team member.
- Document and update client accounts in EZLynx.
- Email quotes, policy documents, Certificates of Insurance, and other insurance-related correspondence to clients.
- Prepare quotes and provide administrative support to agents.
- Schedule appointments and coordinate calendars as needed.
- Process insurance applications with carriers.
- Handle policy servicing requests, billing inquiries, and account maintenance.
- Draft and send service-related correspondence to insured clients.
- Assist with renewal procedures, alerts, and automation management system tasks.
- Maintain accurate client records, including updating contact information and policy details.
- Create and distribute customer communications such as birthday greetings, anniversaries, sympathy cards, and company announcements.
- Generate referrals and identify opportunities for additional business from existing clients.
- Provide general administrative and operational support to help drive agency growth.
- Perform other duties as assigned.

Qualifications
- Previous insurance agency experience preferred.
- Experience with EZLynx or other agency management systems is a plus.
- Strong typing and computer proficiency.
- Excellent organizational and administrative skills.
- Strong verbal and written communication skills.
- Professional phone etiquette and customer service skills.
- Ability to handle multiple phone lines and manage competing priorities.
- Strong attention to detail and accuracy.
- Ability to research, evaluate, and resolve customer inquiries and concerns.
- Self-motivated, dependable, and able to work independently in a remote environment.

To apply, please send an application though the link below:

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Personal Lines | Insurance Virtual Office 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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