Commercial Insurance Virtual Assistant - Freelance, Remote

The Impact you’ll make

• Accurately complete detailed commercial insurance call forms and quote documents.
• Independently execute commercial quote workflows without the need for industry training.
• Ensure all required fields, documentation, and form standards are met.

• Maintain organized client profiles, documents, and folders.
• Clean, structure, and update data in Excel to ensure information accuracy and accessibility.
• Track versions and maintain clear documentation for easy handoff and review.

• Monitor due dates and proactively manage priorities so no client task misses a deadline.
• Maintain trackers in Excel for quotes, submissions, and follow-ups.
• Flag bottlenecks and escalate issues promptly to the owner or producer when needed.

• Coordinate with the branch owner and producer to clarify requirements and confirm submissions.
• Provide timely status updates on quotes and data tasks.
• Uphold a professional, service-first approach in all internal communications.

• Perform meticulous data entry with a focus on completeness and accuracy.
• Protect client confidentiality and follow office standards for secure file handling.
• Double-check entries to minimize rework and ensure clean, audit-ready records.

Skills, Knowledge and Expertise

• Proven, hands-on Commercial Insurance experience (commercial lines)
• Demonstrated proficiency completing industry-standard commercial quote forms.
• High proficiency in Excel and meticulous data entry skills.
• Ability to work independently with minimal supervision and no industry training.
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

• Technical: Advanced Excel (sorting, filtering, lookups, data validation), document management, and precise data entry.
• Insurance-specific: Understanding of commercial vs. personal lines and the nuances of commercial quoting and forms.
• Soft skills: Extreme attention to detail, organization, reliability, proactive communication, and follow-through.
• Work style: Self-starter who can execute complex tasks independently and maintain confidentiality.
• Mindset: Quality-driven, deadline-oriented, calm under pressure, and committed to accuracy.

• You are a serious, careful professional who takes pride in flawless forms and data accuracy.
• You can independently complete commercial quote forms without training and thrive with minimal supervision.
• You’re highly organized, proactive with deadlines, and comfortable managing structured workflows.
• You want to support a fast-moving small-business environment and help a new mom/business owner regain time.

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

• 40 hours per week
• Monday–Friday, 9:00 a.m.–5:00 p.m. Central Time

• $6 per hour
• No benefits package included

Benefits