Job Description: Virtual AssistantKey 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- Solid 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 accountingqualifications 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 ShiftSalary - 4 - 4.5 LPA
📌 Virtual Assistant (Tendun)
🏢 CXOhive
📍 Tendun
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