Commercial Insurance Virtual Assistant – Policy Servicing & Renewals

Forward Insurance Agency in California is a growing U.S.-based independent insurance agency seeking an experienced, detail-oriented Insurance Virtual Assistant in the Philippines. Prior U.S. insurance agency experience and familiarity with insurance terminology are required. Commercial insurance experience is strongly preferred. We provide training on our agency-specific systems, procedures and workflows; you should be able to work independently after training.

KEY RESPONSIBILITIES

•Certificates of Insurance (COIs): Prepare and issue certificates under agency procedures; review client contract insurance requirements against existing policy coverage and flag any discrepancies for licensed staff review.

•Policy servicing: Handle routine policy changes, endorsements, driver additions/removals, billing inquiries and day-to-day client requests.

•Renewals: Assist with Level 1 and Level 2 policy renewals, follow-ups and renewal documentation.

•Post-bind processing: Upload documents, complete policy records and update bound/sold stages in AgencyZoom.

•Data accuracy: Keep client, business and policy records accurate and cross-referenced in AgencyZoom (CRM) and QQ Catalyst (AMS).

•Coordinate with clients, carriers and team members to complete service requests and follow-ups.

REQUIRED QUALIFICATIONS

•Prior work experience with a U.S. insurance agency is required.

•Strong working knowledge of insurance terminology, COIs, endorsements and policy servicing.

•Commercial lines experience strongly preferred.

•Experience with carrier portals, agency management systems and CRM software; AgencyZoom or QQ Catalyst experience is a plus.

•Clear written and spoken English, accuracy, reliability and ability to follow established procedures.

SCHEDULE, PAY & OPPORTUNITY

•Starting pay: $4.50–$6.50 USD/hour, depending on experience and qualifications.

•Initial schedule: 25–30 hours/week during a 4–6 week evaluation period, aligned with U.S. Pacific Time business hours.

•Successful candidates will be offered a full-time position (40 hours/week) following the evaluation period.

•We seek a long-term, exclusive full-time commitment; full-time team members are expected not to hold other jobs or work for other clients.

•Agency-specific training, supportive team and opportunities to grow based on performance.

HOW TO APPLY

Email service manager Diana at ----------

Must include:

• A short summary of your U.S. insurance agency experience

• Your commercial lines, COI, servicing and renewal experience

• AMS, CRM and carrier portals you have used

• Your expected hourly rate

• Confirmation of Pacific Time availability

• Willingness and interest in a long-term, exclusive full-time role.