Personal Lines Insurance Administrative Assistant - ZR_29884_JOB

This is a remote position.

Purpose

We are sourcing an experienced Personal Lines Insurance Administrative Assistant to support all back-office processes related to quoting, renewals, endorsements, policy servicing, documentation, and client communication for Personal Lines accounts. This role requires strong attention to detail, hands-on experience with Personal Lines insurance operations, and familiarity with agency management systems and carrier workflows.

Responsibilities

• Process Personal Lines endorsements, cancellations, rewrites, and policy updates.
  

• Assist with Personal Lines quoting and renewals, ensuring accuracy and timely completion.
  

• Prepare proposals, summaries, and other documentation for Personal Lines clients.
  

• Maintain organized and accurate Personal Lines client records within the agency management system.
  

• Manage client communication, including follow-ups on required documents, renewal updates, and policy questions.
  

• Handle billing inquiries, invoices, payments, and reconciliation of Personal Lines accounts.
  

• Coordinate directly with the agency principal for task updates, reporting, and ongoing support.
  

• Participate in team meetings via Zoom or similar platforms.
  

Requirements

• 2–3+ years of experience in Personal Lines Insurance administration or support (Personal Lines experience is required).
  

• Experience using agency management systems such as AMS360, Applied Epic, HawkSoft, or similar platforms.
  

• Strong understanding of Personal Lines carriers, underwriting requirements, and policy servicing workflows.
  

• Excellent English communication skills (written and verbal).
  

• Ability to work U.S. business hours and maintain consistent responsiveness.
  

• Access to Zoom or similar platforms for regular check-ins and meetings.
  

• Comfortable working under a long-term engagement (minimum 3-month probation period).
  

Independent Contractor Perks

• HMO coverage available in eligible locations
  

• Permanent work-from-home arrangement
  

• Immediate hiring