Insurance Operations Assistant

We are hiring an Insurance Operations Assistant for a fast-paced, technology-driven insurance brokerage based in the US. This is a full-time remote role within the insurance and financial services industry. This role is ideal for someone who thrives in a structured, high-responsibility environment, is highly organized, tech-savvy, and confident communicating with clients over the phone while managing multiple operational tasks daily.

Key Responsibilities:

• Serve as the primary back-office support for the personal lines insurance producer.

• Handle end-to-end insurance quoting processes, including data entry, running comparative quotes, and preparing options for presentation.

• Process policy binding and payments, including setting up billing, autopay, and ensuring accurate documentation.

• Manage client service requests via phone and email, including policy updates, endorsements, billing queries, cancellations, and general inquiries.

• Communicate directly with insurance carriers to submit applications, follow up on underwriting, and resolve issues.

• Proactively manage policy renewals, including remarketing policies and assisting clients with better coverage options.

• Handle lender and mortgage requests, including proof of insurance, policy documents, and coordination with financial institutions.

• Maintain accurate and detailed records in the agency management system (ATS/AMS).

• Use internal systems and AI tools to troubleshoot, manage workflows, and ensure efficient task completion.

• Maintain a professional, confident, and friendly tone in all client interactions.

Required Qualifications:

• Minimum 2+ years of experience in administration, insurance support, customer service, or a similar operational role.

• At least 1+ year of remote/work-from-home experience.

• Familiarity with CRM/ATS/AMS systems, quoting tools, or similar platforms.

• Strong phone communication skills with clear, professional, and natural English (essential).

• Ability to work efficiently in a fast-paced, high-responsibility environment.

• Highly organized with strong attention to detail.

• Comfortable handling multiple systems and workflows simultaneously.

• Based in South Africa with availability to work full-time U.S. business hours (Monday–Friday).
  

Preferred Qualifications:

• Experience in insurance (P&C) or financial services (advantageous but not required).

• Strong problem-solving skills and ability to work independently.

• Comfortable learning and using new technology, including AI-based tools.

Required Skills & Tools:

• Reliable, modern computer suitable for web-based systems.

• High-speed primary internet connection with a reliable backup.

• High-quality headset with noise-canceling microphone.

• Quiet, professional, distraction-free workspace.
  

Schedule & Pay:

• Full-time position aligned to U.S. Eastern Time (9am – 5pm EST).

• Fully remote role working with a U.S.-based company.

• Pay ranges from R22,000 – R35,000 per month (based on experience).

• Performance-based growth and long-term career opportunities available.

System Requirements:

• Internet speed of at least 20 Mbps upload and download

• Computer with a 2.4 GHz processor or higher

• 8 GB of RAM or higher

• Windows 10 or newer, or Mac OS X 10.10 or newer

• HD 720p webcam

• Headset with microphone

Benefits:

• Competitive salary with growth potential.

• Fully remote work environment.

• Consistent working hours aligned with U.S. clients.

• Access to structured training systems and AI-powered tools.

• Opportunity to build long-term experience in the insurance industry.

• Stable, long-term role with a growing international company.

• Supportive and process-driven work environment.

If you are detail-oriented, experienced in insurance operations, and excited about supporting a growing independent brokerage, we encourage you to apply and become part of a collaborative remote team.