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Commercial Insurance Admin – Customer Service
Virtual Champs Global, IncVirtual Assistant managing commercial insurance customer service with COI management and client communication. Assisting with policy servicing and operational excellence in insurance.
About the role
Key responsibilities & impact- Prepare, issue, revise, and manage ACORD 25 Certificates of Insurance based on specific contract requirements
- Review insurance requests to identify discrepancies in coverage, limits, or endorsement language
- Process and track policy endorsements, including CG 20 10, CG 20 37, AI/WOS, PNC, and 30-Day Notice of Cancellation
- Assist with policy changes, updates, and servicing across multiple commercial lines
- Respond to client inquiries via email and phone with professionalism and a customer-first mindset
- Handle client correspondence related to policy servicing, documentation updates, and compliance requirements
- Manage workflows and maintain accurate client records using Salesforce Lightning or similar agency management systems
- Track tasks, service requests, and communications to ensure timely completion
- Collaborate with internal teams to ensure smooth policy servicing and high client satisfaction
- Maintain organized and detailed documentation of client interactions and policy changes
Requirements
What you’ll need- Prior experience in commercial insurance customer service (agency or brokerage experience preferred)
- Strong understanding of commercial insurance policies, endorsements, and insurance terminology
- Proven experience preparing and issuing Certificates of Insurance
- Familiarity with Salesforce Lightning or comparable CRM platforms is a strong plus
- Excellent written and verbal communication skills
- High attention to detail with strong organizational and time-management skills
- Ability to manage multiple requests and deadlines in a fast-paced environment
Benefits
Comp & perks- Certificate of Insurance (COI) Management
- Policy & Endorsement Support
- Commercial Insurance Expertise
- Client Communication & Service
- Systems & Workflow Management
- Operational Excellence
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ACORD 25 Certificates of Insurancepolicy endorsementsCG 20 10CG 20 37AI/WOSPNC30-Day Notice of Cancellationcommercial insurance policiesinsurance terminologyCertificates of Insurance preparation
Soft Skills
customer-first mindsetprofessionalismwritten communicationverbal communicationattention to detailorganizational skillstime-management skillsability to manage multiple requestscollaborationclient satisfaction