About Us

We are a growing independent insurance agency in the United States specializing in both personal and commercial insurance. We are seeking a highly organized, detail-oriented, and professional Insurance CSR / Virtual Assistant to become a key member of our team.

This is not a general virtual assistant role. We are looking for someone with prior experience working for a U.S.based insurance agency who understands insurance terminology, carrier portals, endorsements, certificates of insurance, renewals, and customer service.

Responsibilities
- Answer incoming client calls using our VoIP phone system
- Handle client requests related to:
- Certificates of Insurance (COIs)
- Billing questions
- Policy changes
- Payments
- New quote requests
- Process Certificates of Insurance and review policy requirements
- Request endorsements when additional insured, waiver of subrogation, primary & non-contributory wording, or other language is needed
- Process endorsements and policy change requests
- Add or remove vehicles and drivers
- Send insurance ID cards and proof of insurance




- Process lender and mortgagee requests
- Assist with policy renewals and remarketing
- Enter new policies and client information into our Agency Management System (NowCerts)
- Generate insurance quotes through carrier websites
- Follow up with clients for missing information and documents
- Process cancellations, reinstatements, and non-payment notices
- Assist clients with payment processing and autopay enrollment
- Maintain accurate records within the Agency Management System
- Monitor policy expiration dates and renewal workflows
- Send renewal reminders and policy correspondence
- Assist with commission reconciliation and administrative projects
- Conduct client outreach for policy reviews and cross-selling opportunities

Required Qualifications
- Excellent spoken and written English
- Neutral, professional phone presence suitable for U.S. clients
- Minimum 2 years experience working for

📌 Insurance Csr (Cali)
🏢 Gordon Insurance
📍 Cali