Insurance Virtual Assistant

Virtual Management Services is seeking a reliable and detail-oriented Insurance Virtual Assistant to support insurance agents, brokers, and agencies in their daily operations. In this role, you will play a key part in ensuring smooth and efficient workflows by handling administrative tasks, client communication, policy processing, and documentation management. You will assist with quoting, policy servicing, renewals, and maintaining accurate client records while ensuring compliance with industry standards.

This position is ideal for someone who is highly organized, proactive, and familiar with insurance processes, and who can manage multiple responsibilities in a fast-paced remote environment while maintaining accuracy and professionalism. If you are dependable, resourceful, and committed to delivering high-quality work, Virtual Management Services offers a strong foundation for long-term career growth in the insurance industry.

Attention to Detail

Organizational & Time Management Skills

Communication Skills

Knowledge of Insurance Processes

Reliability & Proactiveness

• Provide administrative support to insurance agents and brokers
• Assist with quoting, policy processing, endorsements, and renewals
• Manage and update client information in agency management systems (AMS/CRM)
• Communicate with clients via email and phone regarding policy inquiries and updates
• Prepare certificates of insurance (COIs) and other policy documents
• Follow up on pending applications, renewals, and required documents
• Maintain accurate and organized digital files and records
• Assist with billing inquiries and basic accounting support
• Ensure compliance with insurance regulations and company procedures
• Handle general administrative tasks as needed

• Proven experience as a Virtual Assistant, Administrative Assistant, or similar role
• Experience in the insurance industry (preferred)
• Familiarity with insurance terminology (e.g., policies, endorsements, premiums)
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to work independently and meet deadlines
• Proficiency in Google Workspace or Microsoft Office

• Experience with Agency Management Systems (e.g., Applied Epic, AMS
  360, EZLynx, Hawk Soft)
• Knowledge of commercial or personal lines insurance
• Experience handling COIs and policy servicing
• Familiarity with U.S. insurance workflows
• Experience with CRM tools and ticketing systems

• Be part of an ambitious, high-performing remote team that values excellence
• Work on impactful projects where your contributions truly matter
• Grow in a fast-paced environment that encourages initiative and innovation
• Expand your expertise by working with diverse clients and industries
• Strengthen your professional skills through real-world challenges
• Take ownership of your work with the autonomy to make things happen

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At Virtual Management Services, we cultivate a high-performance remote environment built on trust, accountability, and professional excellence. Team members are given strategic responsibilities and the autonomy to contribute meaningfully to business growth while operating within clear standards and structured systems. We are committed to long-term development, providing opportunities to expand your expertise across industries, refine your leadership capabilities, and build a sustainable, upward career path within a forward-thinking organization.

100% Remote
Attractive salary package.

HMO Reimbursement Benefit Upon Regularization

Guaranteed annual bonusas part of your compensation package.

To support your continued learning and professional growth

Certain benefits and perks are exclusively available to virtual professionals based outside of the United States.