Virtual Assistant

Company Description

Momentum AMP, powered by NowCerts, provides advanced agency management system (AMS) software designed to deliver flexibility, security, and integration for modern businesses. Our browser-based, Mac-compatible platform is mobile-friendly and enables seamless communication through partnerships with leading companies such as Google Drive, QuickBooks, and InfusionSoft. With features including task management, email synchronization, invoicing, commissions tracking, and claims submission, Momentum streamlines operations for insurance agencies and clients alike. Enhanced with cutting-edge encryption and authentication, we ensure a secure server environment for efficient and confidential operations. Our dedicated knowledge base and support team are committed to addressing customer needs effectively.

KEY RESPONSIBILITIES

Momentum Tasks:

. Carrier Downloads & Rater Imports: Managing and importing data from

carriers into the AMS.

. Reconciliation: Performing manual and CDL reconciliation for agency and

agent commissions.

. Data Management: Adding new insureds, prospects, and policies (new

business and renewals) manually.

. Document Handling: Uploading documents, creating invoices, and processing

payments.

. Certificates & Forms: Generating and sending COIs (Certificates of Insurance)

and ACORD forms.

. Cancellations & Endorsements: Processing policy cancellations and managing

endorsements.

. Reports & Imports: Generating reports and handling data imports efficiently.

Other Tasks:

. Quotations & Carrier Endorsements: Assisting with quoting processes and

carrier-related endorsements.

. Calls & Email Support: Handling calls, back-office calls, and sending client

emails.

. E-signatures: Facilitating e-signing processes for clients.

QUALIFICATIONS

. Strong knowledge of Google Workspace (Docs, Sheets, Drive, Calendar)

. Familiar with CRM and insurance-related platforms

. Quick to adapt to new software

. Previous VA/BPO experience, ideally in insurance

. Excellent written and verbal communication skills in English.

. Excellent organizational and time management skills

. Self-motivated, able to work independently

. Strong problem-solving skills and proactive attitude

REQUIREMENTS

. Desktop computer with at least an Intel i3 processor, 8GB RAM or higher,

running Windows 10 or later

. Stable internet connection with a minimum speed of 10 Mbps upload/download

. Backup power and internet source

. Functional web camera

. Noise-canceling headset (Logitech H390 preferred)

Position: Full-time/Long Term

Work Hours: Graveyard Shift

Benefits:

9 Paid US Holidays

. Paid leaves

. 13th Month Pay

. Annual Increases