Job Description:
Virtual Dream Team is looking for an experienced Commercial Insurance Quoting Virtual Assistant to support a busy U.S. insurance operation. You’ll help keep commercial accounts moving by preparing quotes, managing client and carrier follow-ups, maintaining accurate records, and providing friendly, professional communication throughout the process.

Key Responsibilities:
• Prepare commercial insurance applications, online quote submissions, and supporting documents for carrier and wholesaler review.
• Manage client calls and emails, identify missing information, and follow up until required documents are received.
• Update client records, account notes, and daily tasks accurately in AMS360 and AgencyZoom.
• Track renewals, cancellations, nonpayment notices, outstanding documents, and other time-sensitive account activity.
• Coordinate with carriers, underwriters, wholesalers, and clients to keep quotes and service requests moving forward.
• Prepare quote comparisons, proposal information, certificates of insurance, policy change requests, and loss run requests.
• Assist with billing questions, payment follow-ups, and claim reporting while maintaining complete documentation.
• Provide clear daily updates on completed work, pending items, and necessary follow-ups.

We sometimes ask for flexible support on related tasks, but nothing outside your skill set and always with clear communication.

Required Tools:
• AMS360
• AgencyZoom
• RingCentral
• Microsoft Outlook
• Gmail
• Microsoft Excel
• Google Sheets
• Insurance carrier and wholesaler quoting portals
• AI productivity tools

What We're Looking For:
• U.S. commercial insurance agency experience, preferably supporting California accounts, with minimal training required.
• Hands-on knowledge of commercial quoting, renewals, certificates, billing follow-up, claim reporting, and policy servicing.
• Familiarity with BOP, General Liability, Workers’ Compensation, Commercial Auto, Property, Umbrella, and/or Trucking insurance.
• Strong spoken and written English for professional client, carrier, and underwriter communication.
• Excellent attention to detail with the ability to review applications and policies, spot missing information, manage deadlines, and independently follow through.
• Reliable internet, a quiet workspace, strong confidentiality practices, and the ability to follow U.S. privacy and cybersecurity standards.

Working Hours:
• 40 hours per week, Monday through Friday, 9:00 AM–5:30 PM Pacific Time, aligned with Los Angeles business hours.

Rate:

• $5–$6 USD per hour.

Benefits:
• Paid 30 business days of training + completion bonus
• Work-from-home opportunity
• Yearly anniversary bonus
• 9th month and performance bonuses
• Emergency Support Program
• Birthday vacation bonus
• Access to continuous training resources
• Supportive and high-performing VA community
• Weekly payments
• PhilHealth reimbursement or HMO option

Why Join us?

Join the Phyllis Song Virtual Dream Team as an Estimator and grow your career in a supportive environment that values accuracy, teamwork, and work-life balance. Be part of a team where your expertise is appreciated and your contribution helps clients make confident, informed decisions.