Full Time Commercial Insurance Customer Service Support Staff

Full-Time Commercial Insurance CSR I Virtual Assistant

You must have at least 24 months of experience directly supporting a U.S. Based Commercial Insurance Agency or Carrier. Applicants not meeting this 24 month requirement will not be interviewed.

We are looking for a full-time, experienced Commercial Insurance CSR/Account Assistant to support an established commercial insurance agency specializing primarily In restaurants, hospitality, multi-location businesses, and franchises.

This Is not intended to be an entry-level VA position.
The ideal candidate should already understand U.S. commercial insurance agency operations, terminology, applications, submissions, renewals, and servicing.

Highest-Priority Qualifications
Strong English Speaking and Writing Skills and Current Commercial Insurance Experience

• Prior experience working for a U.S. commercial insurance agency, brokerage, MGA, or similar commercial insurance operation.
• Strong working knowledge of commercial insurance terminology and coverages, particularly:
• Commercial General Liability
• Commercial Property
• Workers' Compensation
• Commercial Umbrella/Excess Liability
• Employment Practices Liability Insurance (EPLI)
• (Preferred) Experience with restaurants, hospitality accounts, franchises, and/or multi-location commercial accounts is

Highly preferred.
• Ability to prepare accurate and complete commercial insurance submissions from existing account documentation as well as create submissions for new accounts.
• Strong knowledge of ACORD applications, Including:
• ACORD 125 - Commercial Insurance Application
• ACORD 126 - Commercial General Liability Section
• ACORD 140 - Property Section
• ACORD 131 - Commercial Umbrella/Excess
• Experience completing carrier and MGA supplemental applications.
• Experience working directly with general agencies/MGAs, wholesalers, carriers, and underwriters.
• Ability to work independently, stay organized, follow up without being reminded, and manage multiple accounts and deadlines simultaneously.
• Must be available to work our U.S. business hours (9 AM – 5 PM Pacific Time Zone)

Renewal Management
This is a particularly important part of the position.

• Begin preparing commercial renewals approximately 120 days prior to expiration.
• Review the existing account file and identify information needed for the renewal submission.
• Prepare updated ACORD forms, supplemental applications, schedules, and supporting documents.
• Request updated information as directed by our account executives/management.
• Order and follow up on loss runs/claims history.
• Submit renewal applications to the appropriate carriers, MGAs, and general agencies.
• Maintain an organized diary/follow-up system for every submission.
• Follow up with underwriters to make sure submissions are being reviewed and quotes are received on time.
• Identify missing information or outstanding underwriting requirements and bring them to our team's attention.
• Follow up consistently so accounts do not fall behind as renewal dates approach.
• Organize incoming quotes for review by Licensed Sales or Service Staff

Systems & Technology
Our agency operates electronically, so strong computer skills and comfort learning insurance technology are essential.

• All submissions, documents, activities, and account information are processed through our SIS/ Partners Agency Management System.
• Prior SIS/Partners experience would be a major advantage but is not required if the candidate has strong commercial insurance experience.
• We can provide training videos and internal training on SIS/Partners.
• Building/property Information is researched through PropertyShark.
• Experience modification information is obtained through CompClu/our applicable Workers' Compensation resource.
• Strong Excel skills are important, particularly for multi-location schedules.
• Must be comfortable working with PDFs, electronic applications, email, document management, and online carrier/MGA portals.
• The CSR will be provided with a company phone extension.

Communication & Work Style
We need someone who is:

• Self-motivated and proactive, rather than someone who waits for every task to be assigned.
• Extremely organized and detail-oriented.
• Able to prioritize urgent renewals and underwriting deadlines.
• Comfortable following up repeatedly with underwriters, carriers, and MGAs.
• Able to recognize when something is missing or does not make sense and ask the appropriate questions.
• Reliable and consistent.

• A strong written communicator.
• Able to follow established procedures while also using good judgment.
• Comfortable handling confidential client and agency Information.
• Capable of managing a significant workload without losing track of follow-ups.
• Interested in becoming a long-term member of our team, rather than simply completing isolated VA tasks.

IF YOU ARE CERTAIN THAT YOU MEET ALL (OR MOST) OF THE ITEMS LISTED ABOVE, PLEASE APPLY FOR THIS POSITION.