<p><strong>Job Overview</strong></p><p>We are seeking an experienced <strong>US Personal Lines Insurance Virtual Assistant</strong>. The ideal candidate is highly knowledgeable in US insurance processes, proficient in quoting and policy documentation, and comfortable working independently in a fast-paced remote environment.</p><p><br></p><p>This role requires hands-on experience with <strong>QQCatalyst</strong> and strong organizational and communication skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>1. Agency Management System (QQCatalyst)</p><ul><li>Daily use of <strong>QQCatalyst</strong></li><li>Processing and managing:</li><li>ACORD forms</li><li>Receipts and invoices</li><li>Certificates of Insurance (COI)</li><li>Evidence of Insurance (EOI)</li><li>Master COI and Master EOI documentation</li><li>Maintaining accurate and updated client records</li></ul><p><br></p><p>2. Quoting & Carrier Portals</p><ul><li>Quoting for <strong>Personal Lines</strong> (Auto, Home, Renters, etc.)</li><li>Quoting for <strong>Commercial Lines</strong> (General Liability, BOP, etc.)</li><li>Navigating multiple carrier websites efficiently</li><li>Comparing coverages and premiums</li><li>Preparing professional <strong>quote summaries</strong></li><li>Sending clear and client-friendly quote emails</li></ul><p><br></p><p>3. Documentation & File Management</p><ul><li>Creating polished and organized PDF documents</li><li>Merging, editing, and formatting insurance documents</li><li>Maintaining structured digital filing systems</li><li>Organizing and naming files consistently for easy retrieval</li></ul><p><br></p><p>4. Administrative & Reporting Tasks</p><ul><li>Generating receipts and invoices</li><li>Data entry and policy updates</li><li>Using Excel for:</li><li>Tracking quotes and renewals</li><li>Organizing client data</li><li>Basic reporting and documentation</li></ul><p><br></p><p><strong>Required Skills & Qualifications</strong></p><ul><li>Proven experience in <strong>US Personal Lines Insurance</strong></li><li>Strong working knowledge of <strong>QQCatalyst</strong></li><li>Familiarity with ACORD forms and insurance documentation</li><li>Experience handling COI and EOI (including master versions)</li><li>Experience quoting with multiple US insurance carriers</li><li>Proficiency in Microsoft Excel</li><li>Strong PDF editing and document formatting skills</li><li>Excellent written English communication skills</li><li>Highly organized and detail-oriented</li><li>Ability to work independently with minimal supervision</li></ul><p><br></p><p><strong>Work Setup</strong></p><ul><li>Fully Remote</li><li>Must be available during US business hours</li></ul><p></p>