About the Role
Boogie Team is looking for an experienced Insurance Virtual Assistant to support a U.S.-based insurance agency with both Personal and Commercial Lines.
This role will support licensed insurance agents with day-to-day quoting, carrier communication, client follow-ups, and policy servicing. The ideal candidate has previous experience working with a U.S. insurance agency or carrier and is comfortable communicating directly with clients, insurance carriers, and underwriters.
We are looking for someone who is organized, detail-oriented, proactive with follow-ups, and confident managing multiple quotes and service requests at the same time.
Key Responsibilities
- Handle inbound client calls regarding quotes, policies, coverage questions, and general insurance inquiries.
- Gather client and risk information needed to prepare new insurance quotes.
- Prepare and request Personal Lines quotes, including Auto, Home, Renters, Umbrella, and related coverage.
- Assist with Commercial Lines quotes, including General Liability, Commercial Auto, Workers Compensation, BOP, Property, and other business insurance.
- Enter and maintain accurate information in carrier portals, comparative rating systems, agency management systems, and CRM platforms.
- Communicate with carriers and underwriters regarding quotes, eligibility, underwriting requirements, missing information, and pending requests.
- Follow up with clients for applications, documents, loss runs, driver information, property details, and other required information.
- Compare premiums, deductibles, coverage limits, and quote options, and ensure pending quotes are followed through to completion.
- Support licensed agents with renewals, endorsements, certificates of insurance, and general policy servicing as needed.
Requirements
- Previous experience working with a U.S.-based insurance agency or insurance carrier.
- Hands-on experience with Personal Lines and/or Commercial Lines insurance; experience supporting both is strongly preferred.
- Experience with insurance quoting processes and carrier portals.
- Comfortable communicating directly with clients, carriers, and underwriters by phone and email.
- Strong spoken and written English communication skills.
- Excellent organization, documentation, and follow-up skills.
- Strong attention to detail and ability to manage multiple quotes, requests, and deadlines simultaneously.
Preferred Qualifications
- Experience using an insurance agency management system (AMS) or CRM.
- Familiarity with comparative rating platforms.
- Experience supporting renewals, endorsements, certificates, and other insurance servicing activities.
- Previous remote experience supporting a U.S. insurance agency.
Important Note
This position is intended to support licensed insurance professionals. The Insurance Virtual Assistant should not perform activities that legally require an insurance license unless the individual holds the appropriate license and is authorized to perform those activities.
