Job Description: Virtual Assistant

Key Responsibilities

- Review new business and renewal inquiries/intake forms.
- Understand client requirements and accurately enter information into the appropriate carrier systems.
- Assist with quoting for personal lines and commercial lines.
- Analyze information provided in digital forms and determine the appropriate placement within carrier systems.
- Maintain accuracy and attention to detail while processing quotes.
- Follow established processes while using sound judgment when information does not fit a standard pattern.
- Participate in the team's daily morning video call and communicate effectively with the team.
- Support additional policy servicing and insurance-related tasks as responsibilities expand.

Required Skills & Qualifications





- Strong analytical and problem-solving ability with positive common sense.
- Ability to read, understand, and interpret intake forms and client requirements.
- Good attention to detail and accuracy.
- Basic financial/business acumen; specialized accounting qualifications such as CPA are not required.
- Comfortable working with digital systems and learning new software/carrier platforms.
- Willingness to learn insurance quoting processes through training.
- Strong communication and ability to work independently in a remote environment.
- Prior experience in insurance, quoting, or policy servicing would be an advantage but is not explicitly required.

US Shift

Salary - 4 - 4.5 LPA

📌 Virtual Assistant (Nagpur)
🏢 Clerk-Tech
📍 Nagpur