Full time Personal and Commercial Virtual Assistant

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: TYPE OF WORK

Full Time

: SALARY

4.50

: HOURS PER WEEK

35

: DATE UPDATED

Mar 30, 2026

JOB OVERVIEW

ABOUT THE JOB

(Insert Agency Name) is hiring a Virtual Assistant with real insurance quoting experience.
You will help our licensed producers by gathering data, building quotes, and preparing files for presentations.

This is a long-term role for the right VA.

––––––––––––––––––––––
REQUIRED EXPERIENCE

Minimum 2 years of insurance quoting experience
Experience with multiple carriers
Experience quoting
– Personal Lines
– Commercial Lines
– Farm and Agriculture is a strong plus
Experience researching property data using
– Zillow
– County Assessor websites
– Tax records and public data
––––––––––––––––––––––
COMMUNICATION REQUIREMENTS

Strong English speaking and writing skills
You will contact prospects or customers for missing information
Short English video sample required for Phase 2
––––––––––––––––––––––
WORK HOURS

Part-time: 4 hours per day
Full-time: 8 hours per day
Schedule based on final agreement

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YOU MUST HAVE

Updated VPN
Modern computer capable of working 8 hours daily
Stable internet
– Minimum 40 Mbps upload and download
––––––––––––––––––––––
TOOLS YOU MUST KNOW

Insurance Agency Management System
CRM system
Microsoft Office
– Outlook
– PowerPoint
– OneDrive
Insurance rating tools
– PL Rater
– EZLynx
– Similar systems
––––––––––––––––––––––
WHAT YOU WILL DO

Collect complete quote information from the customer and other sources
Research properties and risks
Build accurate insurance quotes
Double-check quotes for accuracy
Organize quote files for producers
Solve missing or unclear quote details
Prepare quotes ready for producer presentation
––––––––––––––––––––––
HOW TO APPLY

Please submit
• Resume with insurance quoting experience
• Answer the skills test below

Only applicants with real insurance quoting experience will be considered.

––––––––––––––––––––––
SKILLS TEST – REQUIRED

Please answer ALL questions below in your application.

Experience Check
Briefly explain
• How many years you have quoted insurance
• Which lines you have quoted
• Which rating tools you have used
Property Research Task
A prospect owns a single-family home built in 1998.
Explain step by step how you would gather
• Year built
• Square footage
• Roof type
• Construction type

List the websites you would use and the order you would check them.

Missing Information Scenario
You are missing roof age and square footage, and the prospect is not responding.
Explain
• What steps you would take
• What tools or websites you would use
• When you would escalate to the producer

Quote Readiness
Before handing a quote to a producer, list the final checks you perform to ensure the quote is ready to present.
English Communication
Write a short message you would send to a customer requesting missing underwriting information.
Record and submit a short one-to-two-minute video of you explaining anything about what you expect and want from your job. This is about English proficiency so talk about anything insurance related. Send a link to the video to ----------

SKILL REQUIREMENT

CRM Insurance AI Automation

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Full time Personal and Commercial 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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