Title: CPT-11530 Commercial Insurance Administrative & COI Processing VA Independent Contractor — CPT-11530 Commercial Insurance Administrative & COI Processing VA/Business Support VA/Junior-Senior Level (Remote).

Overview 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

We are seeking a detail-oriented and reliable Commercial Insurance Administrative & COI Processing VA to provide ongoing administrative support to a U.S.-based insurance operation.

The VA will assist with Certificates of Insurance (COIs), loss control and inspection follow-ups, commercial client and carrier communications, renewal information gathering, shared inbox management, endorsement requests, and agency management system (AMS) data entry.

The ideal candidate has at least 2 years of remote administrative or virtual assistant experience, preferably supporting U.S.-based insurance brokers, agencies, or back-office operations. Experience working with U.S. insurance Agency Management Systems (AMS), particularly Applied Epic, and carrier portals is highly preferred.

This is a long‑term, ongoing position for someone who is highly organized, accurate, proactive, and comfortable communicating professionally with U.S. clients and insurance carriers.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task‑specific services rendered by a qualified contractor.





Scope of Services Contractors will be required to provide services that align with the following client tasks:

1. Certificates of Insurance (COI) Processing Intake & Verification

Receive COI requests through email, client portals, or phone.

Review requests and verify active policy status and coverage limits within the agency management system.

Confirm certificate holder information, names, and addresses for accuracy.

Issuance

Prepare and issue standard ACORD forms, including:

ACORD 25 — Certificate of Liability Insurance

ACORD 28 — Property Insurance

Tracking & Delivery

Deliver completed certificates to insureds and third‑party certificate holders.

Log all certificate issuances accurately in the agency management system.

Track special endorsement requests and certificate holder requirements.

Follow up on outstanding COI-related items as needed.

2. Loss Control & Inspection Recommendations Carrier Follow‑Up

Monitor and track loss control or inspection reports received from commercial insurance carriers.

Review outstanding recommendations and identify items requiring client action.

Client Outreach

Contact insureds via email and phone to request outstanding risk‑improvement items.

Request photos, documentation, or other compliance materials required by underwriters.





Follow up with clients until required documentation is received.

Status Tracking

Update inspection and loss‑control progress in the agency management system.

Log proof of completion and supporting documentation.

Notify the appropriate Account Manager when requirements have been satisfied.

3. Insurance Carrier & Client Follow‑Ups

Follow up with commercial insurance carriers and clients regarding missing information and documentation.

Request signed applications, supplemental forms, audit documents, and other outstanding items.

Maintain organized follow‑up records and ensure pending items are tracked to completion.

4. Renewal Information Gathering

Proactively contact commercial clients 60–90 days before renewal.

Request updated information such as:

Payroll figures

Sales figures

Equipment schedules

Statements of Values (SOVs)

Other renewal‑related documentation

Track outstanding renewal information and follow up as needed.

Ensure collected information is accurately documented and routed to the appropriate internal staff.

5. Shared Inbox Management

Monitor shared commercial service inboxes throughout the workday.

Review, organize, and triage incoming client requests.

Respond to routine inquiries when appropriate.

Identify urgent or sensitive matters and promptly flag them for licensed staff.

Maintain organized records of requests and follow‑ups.

6. Agency Management System & Data Entry

Maintain accurate and up‑to‑date client records within the agency management system.

Update:

Client contact information

Locations and location schedules

Policy inf

📌 Commercial Insurance Administrative (Perth)
🏢 20four7VA
📍 Perth