INSURANCE MEXICO DREAM - MERGE AND CLOSE

A dedicated Insurance Virtual Assistant (assigned to a single agency/client) who owns day-to-day agency operations: quoting and new-business intake, policy servicing and endorsements, client-facing phone/email reception, renewals and remarketing, submissions and document/signature workflows, AMS/data entry and file management, billing/payments and client onboarding, plus technical/support, marketing/CRM and other client-assigned administrative tasks. All items below come only from the Active VA — Top 5 Activities form responses. Core responsibilities (detailed tasks) Quoting & new business Intake quote information and complete ACORDs / quote sheets. Run comparative/rater quotes in carrier portals and tools (examples in the responses) and prepare/send quote proposals to clients/brokers. Quote specialized/ancillary lines when required (examples: crime, D&O, umbrella, WC, commercial trucking). Policy servicing & administration Process endorsements and policy changes (add/remove vehicles or drivers, address and coverage changes). Handle mortgagee / loss-payee updates and prepare endorsements. Process cancellations and non-renewals (verify requests, prepare necessary paperwork, notify clients). Generate ID cards, declarations pages and proofs of insurance; manage Certificates of Insurance (COIs) and commercial certificate workflows. Customer service — phone & email Field inbound calls and act as receptionist via VOIP/phone systems; triage voicemail and manage call queues. Respond to policyholder inquiries by email/chat and perform client follow-ups. Handle billing and payment questions and place reminder calls as needed. Renewals & retention Track renewal pipeline per client SOPs, send renewal notifications/reminders, schedule policy-review appointments, remarket and follow up proactively to bind renewals. (Several responses describe following a renewal SOP and proactive remarketing.) Submissions, document preparation & signature workflows Prepare and submit new-business