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Vertu Agent

Property & Casualty Insurance Assistant

Posted 4 days ago
$1200 per month
2-5 years experience
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AI Summary

The assistant will manage day-to-day administrative tasks, including preparing ACORD forms and assisting with Property & Casualty insurance quoting. They are also responsible for maintaining accurate client records and supporting the team with data entry and documentation.

About Vert Agent

Vert Agent is a growing company that connects businesses with highly skilled remote professionals who provide reliable, specialized support across a variety of industries. We help companies streamline their operations, improve efficiency, and scale their teams by connecting them with talented professionals who bring the right experience and expertise to each role.

At Vert Agent, we value professionalism, accountability, attention to detail, and a commitment to delivering high-quality work. We are looking for individuals who are motivated, organized, and ready to contribute to the success of the companies and teams they support.

About the Role

We are looking for an experienced Property & Casualty Insurance Virtual Assistant to support a growing U.S.-based insurance company with day-to-day administrative and insurance-related tasks.

The ideal candidate has previous experience working remotely within the P&C insurance industry and is already familiar with insurance quoting processes and completing ACORD forms. This role requires someone who is organized, detail-oriented, comfortable working independently, and able to accurately handle insurance documentation and administrative responsibilities.

Key Responsibilities

  • Assist with day-to-day administrative tasks for a growing insurance company.
  • Prepare and complete ACORD forms accurately and efficiently.
  • Assist with insurance quoting for Property & Casualty policies.
  • Gather, organize, and verify client and policy information needed for quotes and insurance documentation.
  • Maintain accurate client, policy, and insurance records.
  • Support the team with document preparation, data entry, and general administrative tasks.
  • Follow up on missing information or documentation as needed.
  • Maintain a high level of accuracy and confidentiality when handling client and insurance information.
  • Provide additional administrative support as the company continues to grow.

Requirements

  • Previous experience working as a Virtual Assistant or administrative professional within the Property & Casualty insurance industry.
  • Hands-on experience completing ACORD forms (MUST)
  • Experience assisting with or preparing P&C insurance quotes (MUST)
  • Familiarity with common Property & Casualty insurance terminology, documentation, and workflows.
  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Ability to work independently in a remote environment.
  • Strong written and verbal English communication skills (C1,C2)
  • Comfortable learning and working with insurance platforms and other digital tools.
  • Previous experience supporting a U.S.-based insurance agency or brokerage.

Compensation & Benefits

$1,200 per month

  • 10 days off per year
  • 6 U.S Federal Holidays
  • 3 sick days

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