Commercial Insurance Virtual Assistant

We are seeking a highly skilled Commercial Insurance Virtual Assistant (CSR) to join our team. The ideal candidate will have extensive experience handling insurance certificates, Acord forms (25, 28), and working within Applied Epic. This role requires precision, speed, and a strong understanding of commercial insurance processes.

Key Responsibilities

• Prepare, issue, and manage insurance certificates accurately and efficiently.
• Complete and process Acord forms (25, 28) with attention to detail.
• Utilize Applied Epic to manage client accounts, documentation, and workflows.
• Provide responsive and professional customer service to clients and brokers.
• Maintain compliance with insurance industry standards and company policies.
• Support the team with administrative tasks related to commercial insurance operations.

Qualifications

• Proven experience as a Commercial Insurance CSR or VA (minimum 3+ years pr...