Insurance Personal Assistant 

Schedule: Monday-Friday 8:00 - 5:00 Pm, Full Time, 40 hours a week.

Client Timezone: Pacific Standard Time

Client overview

Our client is a growing independent insurance agency that helps individuals and families find the right coverage through a network of carrier partners. The agency works with roughly 15 carriers and brings on about 15 new policies each week. The team is expanding, and it needs a dependable administrative professional to keep operations running smoothly.

Job description

You will be the operational backbone of a growing insurance agency. You will own the carrier setup, policy processing, commission reporting, and record accuracy that keep agents selling and customers protected. You will learn the agency's systems quickly, including HawkSoft and Levitate, through structured training videos and the service support team. You will then take real ownership of your workload. Your attention to detail and proactive problem-solving will directly affect how accurately agents are paid, how fast claims move, and how well the agency scales.

Responsibilities

• Manage carrier setup and data entry in the agency management system, including manually adding carriers not covered by IVANS
• Prepare and run commission reports so agents are paid accurately and on time
• Process policy changes and upload customer documents, such as proof of prior insurance, promptly to prevent claim delays
• Keep customer records accurate and consistent across the AMS and CRM systems
• Juggle claims, policy requests, and carrier activity for a growing book of customers without losing track of priorities
• Support agents with day-to-day administrative needs so they can focus on writing business

Must-have requirements

• Proven track record working in an agency environment such as insurance, real estate property management, lending, or banking
• Prior CRM experience
• Strong "insurance sense" and the ability to problem solve independently without constant oversight
• Enthusiastic, high-energy, proactive attitude
• High level of attention to detail in data management
• Reliable and accountable, with consistent availability and engagement throughout the shift

Nice-to-have requirements

• Bonus if you have prior experience with HawkSoft, Levitate, or similar agency management systems
• It helps if you are comfortable with self-directed learning and picking up new software independently
• Bonus if you have experience with commission reporting or carrier data management

Why join this team

• Full-time, Monday through Friday role with an immediate start
• Fully remote position
• Structured onboarding of approximately 10 to 20 hours per week on HawkSoft and Levitate, using training videos and the service support team
• Autonomy and ownership, with a hands-on resource on the team to guide you as you learn
• Room to grow as the agency's book of business and team expand

Apply now. Start helping.