Insurance Virtual Assistant - Commercial Lines Insurance

About the Role

We are looking for a detail-oriented Commercial Lines Insurance Support Specialist with hands-on experience using EZLynx. This role will primarily support commercial insurance accounts by managing certificates, renewal documentation, client communications, and policy updates.

The ideal candidate has practical experience working with commercial lines, processing Certificates of Insurance (COIs), handling renewals, working with ACORD forms, and maintaining accurate policy information in EZLynx.

This position requires strong organization and attention to detail, as the role involves managing renewal timelines, carrier documents, client requests, and policy information across multiple accounts.

Responsibilities

• Process and issue Certificates of Insurance (COIs) accurately and promptly.
• Pull renewal documents and information from insurance carrier portals.
• Upload and organize renewal documents in EZLynx.
• Send emails to clients requesting updated information needed for renewal quotes.
• Gather and organize ACORD forms and other documentation for shopping renewals.
• Send renewal communications and documentation to clients.
• Update EZLynx with renewal policy information once policies are processed.
• Review and update certificate information following policy renewals.
• Issue updated certificates to clients and other authorized parties.
• Maintain accurate and complete insurance account documentation.
• Coordinate renewal-related information between clients, carriers, and internal teams.
• Follow established procedures to ensure renewal and certificate requests are completed accurately and on time.

Qualifications

• Hands-on experience with EZLynx is required.
• Previous experience supporting commercial lines insurance accounts.
• Experience processing and issuing Certificates of Insurance (COIs).
• Experience handling insurance renewals and renewal documentation.
• Experience pulling renewal information or documents from carrier portals.
• Experience working with ACORD forms for insurance applications or renewal shopping.
• Experience communicating with clients through professional email correspondence.
• Experience updating policy and certificate information in an agency management system.
• Strong attention to detail when handling policy information, certificates, and documentation.
• Ability to manage multiple accounts, renewal deadlines, and requests in a fast-paced environment.
• Willingness and availability to work a night shift.
• Must be available to work during the client's required hours.
• Strong written English communication and professional email etiquette.
• Must be willing to work onsite (Philexcel Clark, Pampanga)