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.
Robust communication and ability to work independently in a remote workplace.
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 Madhya Pradesh
🏢 Clerk-Tech
📍 Madhya Pradesh