Insurance Virtual Assistant: Quoting & Policy Servicing Pro

United States Digital Space LLC; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

United States Digital Space LLC is seeking a dedicated Insurance Virtual Assistant to manage day-to-day agency operations for a single client. Responsibilities include quoting, onboarding, policy servicing, endorsements, and client communications via phone and email.

You will handle renewals, submissions, AMS data entry, billing questions, and support workflows using DocuSign or PandaDoc. The role requires accurate data handling and proactive reminders, with exposure to CRM and marketing tasks.

Responsibilities

• Intake quote information and complete ACORDs / quote sheets.
• Run comparative/rater quotes in carrier portals and prepare/send quote proposals to clients/brokers.
• Quote specialized lines when required (crime, D&O, umbrella, WC, trucking).
• Process endorsements and policy changes (add/remove vehicles or drivers, address and coverage changes).
• Handle mortgagee / loss-payee updates and prepare endorsements.
• Process cancellations and non-renewals with necessary paperwork and notifications.
• Generate ID cards, declarations pages and proofs of insurance; manage COIs and certificates workflows.
• AMS/data entry and file management: onboard clients, maintain client/policy records, update notes.

Job description

United States Digital Space LLC is seeking a dedicated Insurance Virtual Assistant to manage day-to-day agency operations for a single client. Responsibilities include quoting, onboarding, policy servicing, endorsements, and client communications via phone and email.

You will handle renewals, submissions, AMS data entry, billing questions, and support workflows using DocuSign or PandaDoc. The role requires accurate data handling and proactive reminders, with exposure to CRM and marketing tasks.