Role- Insurance Assistant 

Schedule: Monday - Friday 9am - 5pm Mountain Time. Paid days off for USA Federal holidays.

Client Timezone: Mountain Standard Time

Client overview

Our client is a busy US-based personal lines insurance agency. They specialize in auto and home coverage, and they re-quote more than 300 policies every month. Their team combines in-office staff with remote specialists. They are growing their remote support team to keep service fast, accurate and customer-focused.

Job description

You will be the backbone of a high-volume personal lines operation. You will keep renewals, quotes and customer records moving smoothly. You will own a broad mix of back-end processing and customer-facing work, from re-quoting policies affected by rate increases to reaching out to customers about upcoming renewals. You will work independently and collaborate with two existing remote teammates and the in-office staff. Your accuracy and follow-through will directly protect customer retention and help the agency deliver a great client experience.

Responsibilities

• Prepare and process quotes and policy renewals, including re-quoting policies affected by rate increases
• Enter incoming client and policy data accurately into the agency management platform to keep records reliable
• Look up coverage details and property information, such as on assessor websites, to support accurate quotes
• Support retention efforts by reaching out to customers about rate changes and upcoming renewals
• Handle underwriting follow-ups and other personal lines maintenance tasks to keep policies moving
• Answer incoming calls and send customer messages, such as billing reminders, and take payments when needed

Must-have requirements

• Prior experience in personal lines insurance (auto, home, flood, boats, motorcycles), especially renewals and quoting
• Familiarity with EZLynx (EasyLynx) and with common carriers like Progressive, Travelers and Liberty Mutual
• Clear, easily understood spoken English for phone communication with customers
• Strong documentation habits and high attention to detail
• Excellent written and verbal communication skills
• Ability to work independently and manage a high volume of tasks

Nice-to-have requirements

• Bonus if you have experience with customer retention or renewal outreach
• It helps if you are comfortable researching property details online to support quotes
• Bonus if you have experience supporting an agency team in a remote setting

Why join this team

• Full-time, fully remote role
• Work with a busy agency that handles over 300 policy re-quotes per month
• Collaborate with two existing remote team members and the in-office staff
• Broad exposure across renewals, quotes, data entry, phone support and customer outreach
• Real ownership and independence, with minimal training needed on insurance processes
• Target start date of November 2

Apply now. Start helping.