Full Time or Part-Time Commercial Insurance Customer Service Support Staff

Full-Time Commercial Insurance CSR I Virtual Assistant

You must have at least 24 months of experience directly supporting a U.S. Based Commercial Insurance Agency or Carrier. Applicants not meeting this 24 month requirement will not be interviewed.

We are looking for a part-time (moving to full-time), experienced Commercial Insurance CSR/Account Assistant to support an established commercial insurance agency specializing primarily In commercial insurance, including: Small Commercial, General Liability, Restaurants, Hospitality, Multi-location businesses, and Franchises. (You need some of these experiences, not all of them)

This Is not intended to be an entry-level VA position.

The ideal candidate should already understand U.S. commercial insurance agency operations, terminology, applications, submissions, renewals, and servicing.

Highest-Priority Qualifications

Strong English Speaking and Writing Skills and Current Commercial Insurance Experience

• Prior experience working for a U.S. commercial insurance agency, brokerage, MGA, or similar commercial insurance operation.

• Strong working knowledge of commercial insurance terminology and coverages, particularly:

• Commercial General Liability

• Commercial Property

• Workers' Compensation

• Commercial Umbrella/Excess Liability

• Employment Practices Liability Insurance (EPLI)

• Ability to prepare accurate and complete commercial insurance submissions from existing account documentation as well as create submissions for new accounts.

• Strong knowledge of ACORD applications, Including:

• ACORD 125 - Commercial Insurance Application

• ACORD 126 - Commercial General Liability Section

• ACORD 140 - Property Section

• ACORD 131 - Commercial Umbrella/Excess

• Experience completing carrier and MGA supplemental applications.

• Experience working directly with general agencies/MGAs, wholesalers, carriers, and underwriters.

• Ability to work independently, stay organized, follow up without being reminded, and manage multiple accounts and deadlines simultaneously.

• Must be available to work our U.S. business hours

Renewal Management

This is a particularly important part of the position.

• Begin preparing commercial renewals approximately 120 days prior to expiration.

• Review the existing account file and identify information needed for the renewal submission.

• Prepare updated ACORD forms, supplemental applications, schedules, and supporting documents.

• Request updated information as directed by our account executives/management.

• Order and follow up on loss runs/claims history.

• Submit renewal applications to the appropriate carriers, MGAs, and general agencies.

• Maintain an organized diary/follow-up system for every submission.

• Follow up with underwriters to make sure submissions are being reviewed and quotes are received on time.

• Identify missing information or outstanding underwriting requirements and bring them to our team's attention.

• Follow up consistently so accounts do not fall behind as renewal dates approach.

• Organize incoming quotes for review by Licensed Sales or Service Staff

Systems & Technology

Our agency operates electronically, so strong computer skills and comfort learning insurance technology are essential.

• A strong written communicator.

• Able to follow established procedures while also using good judgment.

• Comfortable handling confidential client and agency Information.

• Capable of managing a significant workload without losing track of follow-ups.

• Interested in becoming a long-term member of our team, rather than simply completing isolated VA tasks.

IF YOU ARE CERTAIN THAT YOU MEET ALL (OR MOST) OF THE ITEMS LISTED ABOVE, PLEASE APPLY FOR THIS POSITION.

HOW TO APPLY

Please answer these 6 questions in the Online Jobs message area:

(Any responses that do not answer these 6 questions will be immediately removed from consideration) We will not read your resume'! We will review your answers

1. How many years have you worked for U.S. insurance agencies, and was your experience in personal lines, commercial lines, or both?

2. Which insurance agency management systems and CRMs have you used? (Name all that apply)

3. What is the maximum number of insurance quotes you handled per day in your last insurance position?

4. Describe your experience with performing customer-facing insurance service and endorsement work?

5. Describe your experience with insurance renewals and remarketing.

6. What US time zones do you prefer to work in: Eastern, Central, Mountain, or Pacific?

Please do not apply unless you answer the 6 required questions, meet THE THREE minimum experience requirements: 2+ years in U.S. insurance + Customer-Facing Insurance Experience + Strong English Speaking Skills