Insurance Administrative Assistant / Renewal Specialist (Virtual Position)

Bunn Insurance; Virginia (MN); Remote; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the insurance sector is seeking a detail-oriented Virtual Assistant to support their operations remotely. This role involves handling administrative tasks and renewals for both personal and commercial insurance policies. The ideal candidate will possess strong organizational and communication skills, ensuring that clients receive the best service possible. With a focus on accuracy and efficiency, you will play a vital role in maintaining client records and processing renewals. If you thrive in a supportive environment and are motivated to contribute to a dedicated team, this opportunity is perfect for you.

Qualifications

• 1-2 years of experience in insurance administration or similar role.
• Knowledge of insurance terminology and policy types.

Responsibilities

• Process insurance policy renewals for personal and commercial clients.
• Update client information in the agency management system.
• Prepare and send renewal documentation to clients.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Time Management

Proficiency in Microsoft Office

Education

High School Diploma

Associate's Degree in Business

Tools

Insurance Agency Management Software

Microsoft Excel

Microsoft Word

Job description

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Bunn Insurance is dedicated to providing expert guidance and tools to protect individuals, families, and businesses through insurance. Our skilled agents are committed to ensuring that our clients are well-informed and properly protected in all their insurance needs.

Role Description

We are seeking a detail-oriented Virtual Assistant to join the Bunn Insurance team to handle administrative tasks and renewals for both personal and commercial insurance policies. The ideal candidate will be organized, efficient, and have excellent communication skills to support our insurance operations remotely.

Key Responsibilities

• Process insurance policy renewals for personal and commercial clients
• Update client information in the agency management system
• Prepare and send renewal documentation to clients
• Communicate with insurance carriers regarding policy updates and changes
• Follow up with clients on missing information or documentation
• Assist with basic policy endorsements and changes
• Maintain organized digital files of client policies and documents
• Generate reports on renewal status and upcoming expirations
• Provide administrative support to insurance agents as needed

Qualifications

• High school diploma required; Associate's degree in business or related field preferred
• 1-2 years of experience in insurance administration or similar role
• Knowledge of insurance terminology and policy types
• Excellent attention to detail and accuracy
• Strong organizational and time management skills
• Proficiency with Microsoft Office (especially Excel and Word)
• Experience with insurance agency management software preferred
• Ability to maintain confidentiality with sensitive client information
• Self-motivated with ability to work independently
• Excellent written and verbal communication skills

Technical Requirements

• Reliable high-speed internet connection
• Personal computer with up-to-date security software
• Quiet home office or dedicated workspace
• Availability during standard business hours

Additional Details

• Seniority level: Entry level
• Employment type: Contract
• Job function: Administrative
• Industry: Insurance