Virtual Executive Assistant for Insurance Agency

We are seeking a highly organized and detail-oriented assistant to support the owner of our Insurance Agency. As a Virtual Executive Assistant, you will play a crucial role in managing day-to-day operations, ensuring efficiency, and contributing to the agency's overall success. This role involves various tasks, including creating certificates of insurance, quoting, handling mortgage changes, data entry, managing effective date changes, and overseeing renewal uploads.

Responsibilities:

Certificates of Insurance: Generate and manage certificates of insurance with precision and timeliness.

Quoting: Assist in preparing insurance quotes, and collaborating with carriers for comparisons.

Mortgage & Effective Date Changes: Process and manage changes related to mortgage requirements for insured properties.

Data Entry: Maintain accurate client information in the agency's database.

Renewal Uploads: Oversee the timely upload and renewal of insurance policies.

Requirements:

1. Proven experience as a Virtual Assistant.
2. Knowledge of insurance industry processes.
3. Strong organizational and communication skills.
4. Ability to work independently in a virtual environment.