Commercial Insurance Admin Virtual Assistant (Customer Service)

Remote, USA • Full-time • Posted 2026-05-31

Prepare, issue, revise, and manage ACORD 25 Certificates of Insurance based on specific contract requirements
Review insurance requests to identify discrepancies in coverage, limits, or endorsement language
Process and track policy endorsements, including CG 20 10, CG 20 37, AI/WOS, PNC, and 30-Day Notice of Cancellation
Assist with policy changes, updates, and servicing across multiple commercial lines
Demonstrate strong knowledge of the following policy types:
General Liability
Commercial Auto
Umbrella
Workers Compensation
Professional Liability

Respond to client inquiries via email and phone with professionalism and a customer-first mindset
Handle client correspondence related to policy servicing, documentation updates, and compliance requirements
Manage workflows and maintain accurate client records using Salesforce Lightning or similar agency management systems
Track tasks, service requests, and communications to ensure timely completion
Maintain high accuracy and compliance while managing a consistent volume of service requests
Collaborate with internal teams to ensure smooth policy servicing and high client satisfaction
Maintain organized and detailed documentation of client interactions and policy changes
Prior experience in commercial insurance customer service (agency or brokerage experience preferred)
Strong understanding of commercial insurance policies, endorsements, and insurance terminology
Proven experience preparing and issuing Certificates of Insurance
Familiarity with Salesforce Lightning or comparable CRM platforms is a strong plus
Excellent written and verbal communication skills
High attention to detail with strong organizational and time-management skills
Ability to manage multiple requests and deadlines in a fast-paced environment

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