Job Description

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 good 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. • Robust 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 (Mumbai)
🏢 Clerk-Tech
📍 Mumbai