Insurance Virtual Assistant (EZLynx Experience Required)
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AI Summary
Manage and update client and policy data within EZLynx to maintain organized agency records. Support internal workflows for quoting, cross-selling, and general CRM process improvements.
Insurance Virtual Assistant (EZLynx Experience Required)
Full-Time | Remote | ASAP Start
We are a U.S.-based insurance agency looking for a reliable and detail-oriented Virtual Assistant with hands-on EZLynx experience to support our backend operations and data management.
This is a long-term, full-time role ideal for someone who is comfortable working independently and keeping systems organized and accurate.
Key Responsibilities
- Manage and update client and policy data in EZLynx
- Maintain clean and organized agency records
- Support internal workflows related to quoting and cross-selling
- Assist with CRM updates and process improvements
Required Experience
- Must have real, hands-on experience using EZLynx in a live insurance agency
- Experience with GoHighLevel (GHL) is preferred but not required
This is not an entry-level role.
Work Schedule
- Full-time
- 8:00 AM – 5:00 PM Central Time (U.S.)
- Fully remote
- Start date: ASAP
We’re Looking For Someone Who
- Is detail-oriented and highly organized
- Can work with minimal supervision
- Communicates clearly in English
- Is comfortable working on backend systems rather than handling heavy client calls
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