Found Description
About the Role
We're looking for an experienced Insurance Virtual Assistant to support a U.S.-based insurance agency with policy servicing, quoting, renewals, and customer support. You'll work extensively within the EZLynx Agency Management System to prepare quotes, process policy changes, issue certificates, and ensure accurate policy documentation. This role requires exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities while delivering outstanding client service.
Responsibilities
- Prepare insurance quotes using EZLynx.
- Create quote summaries and insurance proposals for clients.
- Compare coverage options and assist with policy recommendations.
- Review policies to ensure accurate coverage, limits, and customer information.
- Process policy endorsements and policy change requests.
- Handle mortgagee additions, removals, and updat...