Commercial Insurance Virtual Assistant – Certificates of Insurance at Joel | CazVid
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Commercial Insurance Virtual Assistant – Certificates of Insurance
Joel
Remote (work from home)
$11 / hr
Join Meyling Marin Insurance Agency LLCMeyling Marin Insurance Agency LLC is a California-based insurance agency proudly serving clients across the state of California. As a partner agency of Farmers Insurance, we’re committed to providing exceptional service and building strong, long-term relationships with our clients.We’re looking for an experienced Commercial Insurance Virtual Assistant with hands-on experience working with U.S. commercial insurance.The ideal candidate understands commercial insurance terminology, is comfortable working with insurance documentation, and has experience preparing and issuing Certificates of Insurance (COIs).Job DetailsJob Type: Full-Time (40 hours/week)Location: 100% RemoteSchedule: Monday–Friday | 9:00 AM–6:00 PM California Time (Pacific Time)Hiring in: Mexico, Colombia & ArgentinaCompensation: $11 USD per hour, depending on experienceBenefitsPaid training and onboarding100% remote positionCareer growth opportunitiesSupportive and collaborative team environmentOpportunity to work directly with a U.S. insurance agencyIndependent Contractor PositionThis is a full-time Independent Contractor role. Contractors are responsible for their own taxes and statutory benefits in their country of residence. Company-sponsored employee benefits do not apply.What You’ll DoPrepare and issue Certificates of Insurance (COIs) accurately and efficiently.Review commercial insurance policies and documentation to ensure certificate information is accurate.Communicate with clients regarding certificate requests and required information.Understand and accurately use U.S. commercial insurance terminology and verbiage.Assist with Additional Insured, Certificate Holder, and policy information as applicable.Process certificate requests and follow up to ensure they are completed in a timely manner.Maintain accurate client and policy records in agency systems.Assist with commercial policy servicing, documentation, and administrative tasks.Communicate professionally with clients, carriers, and agency team members.Protect confidential client and insurance information.What We’re Looking ForPrevious experience working with U.S. commercial insurance is required.Hands-on experience creating and processing Certificates of Insurance (COIs).Strong understanding of commercial insurance terminology and policy language.Experience working with commercial insurance policies and documentation.Strong attention to detail and accuracy.Excellent written and verbal communication skills in English.Strong organization and follow-up skills.Ability to work independently in a remote environment.Experience with insurance agency management systems is a plus.Experience working with U.S. insurance agencies, brokers, or carriers is highly preferred.ImportantThis position is not intended for general Virtual Assistants without commercial insurance experience.We are specifically looking for candidates who already understand the U.S. commercial insurance environment and can confidently handle Certificates of Insurance and related documentation.Equipment RequirementsWindows 10/11 or macOS computerMinimum 16 GB RAMReliable high-speed internet connectionProfessional headset with microphoneQuiet, professional workspaceHow to ApplyTo be considered, please submit:Your resume in English.A 3–5 minute Loom video in English introducing yourself and briefly describing your experience working with U.S. commercial insurance, including your experience preparing Certificates of Insurance (COIs).Para aplicar, por favor envía tu solicitud a través de CazVid.We’re looking for an experienced insurance professional who can contribute from day one and become a valuable part of our remote team.