[Hiring] Insurance Virtual Assistant @Solvo Solutions

Role Description

We are seeking a highly experienced Bilingual Licensed Insurance Virtual Assistant (English/Spanish) to support day-to-day Commercial Lines operations. This role is ideal for a senior insurance professional with strong autonomy, deep knowledge of U.S. commercial insurance processes, and the ability to manage the full policy lifecycle with minimal onboarding. The selected candidate will play a key role in policy servicing, quoting, renewals, and carrier coordination, acting as a reliable extension of the client’s internal team in a fast-paced, service-driven environment.

• Manage policies throughout the full lifecycle: quote, bind, endorse, renew
• Process endorsements, cancellations, and policy updates accurately and efficiently
• Handle renewals and remarketing to ensure competitive coverage and pricing
• Maintain precise and up-to-date records within the agency management system (AMS)
• Client Communication via phone, email, and messaging
• Clearly explain coverage options, policy terms, and premiums
• Support clients with policy changes and service inquiries
• Conduct multi-carrier quoting and coverage comparisons
• Work directly with carriers to bind, amend, and renew policies
• Navigate carrier portals and underwriting requirements effectively

Qualifications

• Background working with independent insurance brokerages
• Familiarity with U.S. insurance markets and carriers
• Experience supporting B2B clients or high-level commercial accounts
• Active U.S. Property & Casualty Insurance License
• 2–5 years of hands-on experience supporting Commercial Lines insurance
• Strong understanding of policy lifecycle management
• Proven experience working with Applied Epic or similar insurance agency management systems