Part-Time Insurance Virtual Assistant

Duties and Responsibilities include but are not limited to:

Client Communication & Service Support

1. Monitor and triage shared client emails, phone calls, and service requests.
2. Respond to routine client questions using the agency's approved procedures and escalation rules.
3. Collect information and documentation required for policy-service requests.
4. Follow up with clients, carriers, and underwriters regarding missing information and pending requests.
5. Provide agency-wide administrative coverage when any broker is traveling or unavailable.

Policy Processing & Administration

1. Process certificates of insurance through the agency's established workflow.
2. Support endorsements, policy changes, renewals, and related documentation within applicable licensing boundaries.
3. Add new policies and maintain accurate policy and client information in EZLynx.
4. Complete invoicing and other routine servicing activities in EZLynx.
5. Prepare and send requests to underwriters, carriers, and internal processing teams.
6. Maintain accurate notes, activities, statuses, and documents in EZLynx.

Workflow Management & Reporting

1. Identify stalled requests, missing documentation, and items requiring broker involvement.
2. Escalate coverage questions, complex situations, and activities requiring an insurance license.
3. Provide a daily report covering completed work, pending requests, missing information, and escalated matters.
4. Assist with additional administrative or policy-servicing tasks assigned by agency leadership.

Required Tools

1. EZLynx (strong hands-on experience strongly preferred)
2. Microsoft Excel or comparable spreadsheet software
3. Email and phone-based customer service platforms

Qualifications

1. Approximately five or more years of relevant insurance-support experience preferred.
2. Prior experience supporting an insurance agency.
3. Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
4. Strong EZLynx experience preferred.
5. Ability to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.
6. Requires training on agency-specific procedures rather than insurance fundamentals.
7. Capable of independently communicating with clients, carriers, underwriters, and processing teams.
8. Highly organized, dependable, proactive, and detail-oriented.
9. Able to recognize when tasks can be completed independently and when escalation is required.
10. Comfortable supporting multiple brokers through a shared priority system.
11. Interested in potentially expanding from part-time to full-time.
12. Experience handling confidential client, policy, and financial information.