Job Highlights
Contract: Independent Contractor
Schedule: 40 hours per week, Mon–Fri, 9AM – 6PM PST (includes 1-hour unpaid break)
Purpose
We are sourcing an experienced Personal Lines Insurance Administrative Assistant to support all back-office processes related to quoting, renewals, endorsements, policy servicing, documentation, and client communication for Personal Lines accounts. This role requires strong attention to detail, hands-on experience with Personal Lines insurance operations, and familiarity with agency management systems and carrier quoting workflows.
Responsibilities
• Process Personal Lines endorsements, cancellations, rewrites, and policy updates.
• Assist with Personal Lines quoting, rate comparisons, and carrier submissions, ensuring accuracy and timely completion.
• Support renewal processing, including re-quoting accounts and preparing renewal summaries.
• Prepare proposals, summaries, and other documentation for Personal Lines clients.
• Maintain organized and accurate Personal Lines client records within the agency management system.
• Manage client communication, including follow-ups on required documents, renewal updates, quoting questions, and policy inquiries.
• Handle billing inquiries, invoices, payments, and reconciliation of Personal Lines accounts.
• Coordinate directly with the agency principal for task updates, quoting status reports, and ongoing support.
• Participate in team meetings via Zoom or similar platforms.
Requirements
• 2–3+ years of experience in Personal Lines insurance administration or support (Personal Lines experience required).
• Hands-on experience with Personal Lines quoting across multiple carriers.
• Experience using agency management systems such as AMS360, Applied Epic, HawkSoft, EZLynx, or similar platforms.
• Strong understanding of Personal Lines carriers, underwriting requirements, rating methods, and policy servicing workflows.
• Excellent English communication skills (written and verbal).
• Ability to work U.S. business hours and maintain consistent responsiveness.
• Access to Zoom or similar platforms for regular check-ins and meetings.
• Comfortable working under a long-term engagement (minimum 3-month probation period).
Independent Contractor Perks
• Health Insurance Coverage
• Permanent work-from-home arrangement
• Immediate hiring
• Steady freelance job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
Job ID: 47168231059