Insurance Virtual Assistant (Commercial & Personal)

About the Role

We are seeking a highly detail-oriented Insurance Virtual Assistant with active Applied EPIC experience to support Personal and Commercial Lines operations.

This role is strictly for candidates currently using Applied EPIC in a daily workflow. The selected candidate will handle renewal processing, policy checking, cancellation management, document filing, and EPIC data cleanup under licensed Account Manager supervision.

This is a full-time, dedicated role supporting a US insurance agency during Pacific Standard Time business hours. Candidates must be comfortable working in a fast-paced insurance environment with strict compliance procedures and documentation standards.

This role is office-based only.

Responsibilities

• Process Personal Lines renewals following agency workflows and carrier instructions
• Download and attach declaration pages, endorsem...