P&C Insurance Virtual Assistant (VA)

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TYPE OF WORK

Full Time

SALARY

$4-$8 per hour

HOURS PER WEEK

40

DATE UPDATED

Oct 24, 2026

JOB OVERVIEW

Insurance Virtual Assistant – Personal Lines & Customer Service (Full-Time)

Company - Midvalley Insurance Group
Location:Remote – Philippines
Job Type:Full-Time | 40 Hours Per Week
Schedule: Monday–Friday | U.S. Mountain Time Business Hours


Key Responsibilities

Customer Service & Client Communication
- Answer inbound phone calls and assist existing and prospective clients professionally.
- Communicate with clients through phone calls, emails, and text messages.
- Respond to policy questions, billing inquiries, and general service requests.
- Make outbound calls to follow up on outstanding requests, missing documents, and pending applications.
- Communicate with insurance carriers and underwriting departments.


Policy Servicing & Account Management
- Assist with policy changes, endorsements, Mortgagee updates and lien holder changes
- Process routine requests such as vehicle additions/removals, driver changes, and address updates
- Retrieve declarations pages, ID cards, evidence of insurance, and collect policy application signatures.
- Assist with mortgagee changes and lender insurance verification requests.
- Monitor underwriting notices, cancellations, and outstanding policy requirements.
- Maintain accurate client records, notes, and tasks within our agency management system.
- Follow up on outstanding service requests to ensure timely completion.

Renewals & Quoting Support
- Assist with upcoming policy renewals and renewal reviews.
-Understand how to run RCE on home, and understand home insurance eligibility guidelines.
- Compare existing and renewal policies to identify premium and coverage changes.
- Gather information needed for new business quotes and remarketing.
- Enter client information into comparative rating systems and carrier portals.
- Prepare quotes and proposals for review by licensed agents.
- Follow up with clients regarding pending quotes and missing information.


Required Qualifications

- Previous experience working with a U.S.-based Property & Casualty insurance agency. 3 years experience or more preffered
- Experience with personal lines insurance, including auto, homeowners, renters, and umbrella policies.
- Great spoken and written english skills
-Experience with Auto, home, landlord, renters, umbrella, Flood, earthquake and Jewelry policy.
- Previous experience communicating directly with U.S. customers by phone, email, and text.
- Familiarity with insurance carrier portals, policy servicing, and insurance terminology. Experience with carriers such as Progressive, Safeco, Travelers, National General, The Hartford, GEICO, and Root.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and follow through without constant supervision.
-Able to use Google workspace, Slack and other tech stack.
- Reliable internet connection, computer, monitor, headset, and quiet workspace.
- Ability to maintain confidentiality and handle sensitive customer information responsibly.

Preferred Qualifications

The following experience is a plus but not required:

- Experience with Norcerts
- Turborater
- Commercial lines insurance VA experience.
-COI Generation experience

What We're Looking For

We are looking for someone who:

- Takes ownership of assigned responsibilities and follows through on tasks.
- Is dependable, punctual, and consistent with attendance.
- Communicates proactively when questions or issues arise.
- Is comfortable speaking with customers and providing a positive customer experience.
- Pays close attention to details and understands the importance of accuracy in insurance.
- Can prioritize tasks and manage their workload effectively.
- Is eager to learn new systems, procedures, and insurance products.
- Wants to build a long-term career with a growing company.

Why Join Midvalley Insurance Group?

- Stable, full-time remote opportunity.
- Competitive compensation based on experience.
- Supportive and collaborative work environment.
- Training on agency-specific systems and procedures.
- Opportunities for professional development and growth.
- Potential performance-based incentives.
- Opportunity to make a meaningful contribution to a growing U.S. insurance agency.

We value reliability, professionalism, accountability, and excellent customer service.

To Apply, please submit the following:

Updated Resume – Highlighting your relevant work experience.
Short Video Introduction (1–3 minutes) – Introduce yourself, briefly discuss your professional background, and answer the question: "Why do you enjoy working in insurance?"


We look forward to hearing from you and potentially welcoming you to the Midvalley Insurance Group team!

SKILL REQUIREMENT
Insurance Car Insurance Home Insurance
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