Insurance Virtual Assistant, Arizona City

Virtual Management Services is seeking a reliable and detail-oriented Insurance Virtual Assistant to support insurance agents, brokers, and agencies in their daily operations.
In this role, you will play a key part in ensuring smooth and efficient workflows by handling administrative tasks, client communication, policy processing, and documentation management.
You will assist with quoting, policy servicing, renewals, and maintaining accurate client records while ensuring compliance with industry standards.
This position is ideal for someone who is highly organized, proactive, and familiar with insurance processes, and who can manage multiple responsibilities in a fast-paced remote environment while maintaining accuracy and professionalism.
If you are dependable, resourceful, and committed to delivering high-quality work, Virtual Management Services offers a strong foundation for long-term career growth in the insurance industry.
Attention to Detail
Organizational & Time Management Skills
Communication Skills
Knowledge of Insurance Processes
Reliability & Proactiveness
Responsibilities
Provide administrative support to insurance agents and brokers
Assist with quoting, policy processing, endorsements, and renewals
Manage and update client information in agency management systems (AMS/CRM)
Communicate with clients via email and phone regarding policy inquiries and updates
Prepare certificates of insurance (COIs) and other policy documents
Follow up on pending applications, renewals, and required documents
Maintain accurate and organized digital files and records
Assist with billing inquiries and basic accounting support
Ensure compliance with insurance regulations and company procedures
Handle general administrative tasks as needed
Must Have
Proven experience as a Virtual Assistant, Administrative Assistant, or similar role
Experience in the insurance industry (preferred)
Familiarity with insurance terminology (e.g., policies, endorsements, premiums)
Strong organizational and multitasking skills
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to work independently and meet deadlines
Proficiency in Google Workspace or Microsoft Office
Preferred Qualifications
Experience with Agency Management Systems (e.g., Applied Epic, AMS360, EZLynx, HawkSoft)
Knowledge of commercial or personal lines insurance
Experience handling COIs and policy servicing
Familiarity with U.S. insurance workflows
Experience with CRM tools and ticketing systems
What's great about this role?
Be part of an ambitious, high-performing remote team that values excellence
Work on impactful projects where your contributions truly matter
Grow in a fast-paced environment that encourages initiative and innovation
Expand your expertise by working with diverse clients and industries
Strengthen your professional skills through real-world challenges
Take ownership of your work with the autonomy to make things happen
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What We Offer
At Virtual Management Services, we cultivate a high-performance remote environment built on trust, accountability, and professional excellence.
Team members are given strategic responsibilities and the autonomy to contribute meaningfully to business growth while operating within clear standards and structured systems.
We are committed to long-term development, providing opportunities to expand your expertise across industries, refine your leadership capabilities, and build a sustainable, upward career path within a forward-thinking organization.
100% Remote
Attractive salary package.
HMO
HMO Reimbursement Benefit Upon Regularization
Annual Bonus
Guaranteed annual bonusas part of your compensation package.
Tuition Fee Reimbursement
To support your continued learning and professional growth
Certain benefits and perks are exclusively available to virtual professionals based outside of the United States.
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