Website:
vibosglobal.com
Job details:
full time
Senior Virtual Assistant — Insurance Operations
Operations
- Udaipur (remote delivery to Canadian clients)
- 2+ years
Competitive — based on experience
- Work with US based Insurance Agency
- Create COIs
- Gather and document relevant Insured information from Carriers.
- Update AMS and work updating policy lines and other stuff.
- Focus on delivering quality rather than simply achieving volume-based targets.
Responsibilities
- Excellent verbal and written English communication skills. Knowledge of USA Commercial Insurance products and industry terminology. Strong interpersonal and relationship-building abilities. Ability to confidently engage decision-makers and business owners. Self-motivated, organized, and capable of working independently in a remote environment. Experience using CRM systems and lead management tools is preferred.
Requirements
- COI, NowCerts, AMS Management, Policy Checking
Nice to have
- CPCU or equivalent coursework
- Prior agency or MGA experience
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