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Hire an Insurance Account & Quoting Assistant.

Quotes, renewals and certificates, processed.

Also called: Insurance Virtual Assistant, Policy Services Assistant, Insurance Account Manager

From US$6 an hourUS$6-27.50/hr

  • Insurance
Book a demoTalk now on Teams

A free 15-minute call on Teams.

  • Works your hours
  • Colombia hub, on New York time or an hour behind
  • Month to month
What your Insurance Account & Quoting Assistant gets doneSample day
  • Collects underwriting information from clientsQuoting & submissions
  • Works the renewal list at 90/60/30 days outRenewals
  • Processes endorsements and cancellations with carriersPolicy servicing
  • Issues certificates of insurance or AU certificates of currencyCertificates & contract requirementsDoing
In your tools
  • Microsoft 365
  • Xero
  • QuickBooks
  • MYOB
  • Microsoft Excel with Copilot
  • Google Sheets with Gemini

Pick the level. See the price.

US$10.50an hourFull time, 38 hours a week, all-in

Level 2 of 4, also called mid-level.Recommended
Even a local mid-level admin costsUS$22.86/hr
A tested Intermediate Insurance Account & Quoting AssistantUS$10.50/hr
At least 54% lessBasis: a Seat's hourly price against the hourly wage of a comparable local hire at the same level. Benefits and payroll taxes would add to the local cost.

Runs personal-lines and small commercial quotes through raters and carrier portals.

  • Comparative quote or proposal for the producer
  • Processed endorsements with client confirmation
  • Policy-check report with discrepancies corrected

1-3 years as a CSR or account manager assistant in personal or small commercial lines, fluent in at least one AMS and one rater.

How the Intermediate level works

Per hour, all-in: recruiting, testing and management.

What you hand to your Insurance Account & Quoting Assistant

Tasks

  • Quoting & submissions

    • Collects underwriting information from clients
    • Runs comparative quotes in raters and carrier portals
    • Puts together commercial submissions
    • Builds quote comparison and proposal documents for the producer to review

  • Renewals

    • Works the renewal list at 90/60/30 days out
    • Sends renewal proposals or invitations
    • Compares expiring and renewal terms, premiums, limits and exclusions

  • Policy servicing

    • Processes endorsements and cancellations with carriers
    • Checks issued policies against the quote or binder
    • Downloads and attaches carrier documents

  • Certificates & contract requirements

    • Issues certificates of insurance or AU certificates of currency
    • Reviews client contracts and leases for insurance requirements

  • AMS & client care

    • Keeps client and policy records, activities and follow-ups current
    • Answers client service emails and calls

Tested before you meet them

  1. Insurance fundamentals testAll levels40 min
  2. Quote build tool testAll levels45 min
  3. Certificate of insurance work sampleAll levels30 min
  4. Policy checking exerciseAll levels45 min
  5. Client and underwriter call role-playIntermediate and up20 min
  6. Commercial renewal remarketing caseExpert and Specialist60 min
  7. AI workflow test: Reconciliation with an AI assistant60 min

One score on every profileSample shown

90%

Three checks before your shortlist

  • Skills tested: A skills test for the role, marked by a senior
  • English and comms: written English tested, spoken English checked on a call
  • ID, work history and references: photo ID, past roles and two referees

From booked call to day one

  1. Step 1: Book a demo

    Tell us the role, your hours and your tools.

  2. Step 2: Meet your shortlist

    Their level and hourly price, tested before you meet.

  3. Step 3: Pick your person

    Month to month. We handle the contract, the equipment and the onboarding, and make sure it all runs.

  4. Step 4: They start work

    In your tools, within 12 to 48 hours of a successful interview.

Questions answered

An Intern Insurance Account & Quoting Assistant is US$6 an hour, Intermediate US$10.50, Expert US$16.50 and Specialist US$27.50, full time (38 hours a week). That is all-in: recruiting, testing and management, month to month.

Quoting & submissions, renewals, policy servicing and certificates & contract requirements, run to your priorities. You choose what they own first.

Seven practical tests, marked by a senior, including insurance fundamentals test, quote build tool test and certificate of insurance work sample. You see the score before you meet.

Tell us and we replace them free, with a new shortlist of tested people to meet. Seats are month to month with 30 days' notice.

More questions

Within 12 to 48 hours of a successful interview. First you meet your shortlist, interview the people you like and pick your person.

Yes. Your Insurance Account & Quoting Assistant works your business hours in your time zone and joins your Teams or Slack like anyone else. The hub matched to United States clients is in Colombia, on New York time or an hour behind.

Yes, where it helps. This role's skills test includes an AI task, including spotting when the AI gets it wrong. They use AI for first drafts and routine work, check every output, and follow your AI policy. You can ask for no AI on any task.

An Intermediate Insurance Account & Quoting Assistant runs personal-lines and small commercial quotes through raters and carrier portals. An Expert Insurance Account & Quoting Assistant builds full commercial submissions and marketing plans and negotiates information requests. We usually recommend Intermediate.

It stays under your rules: your admin settings and AI policy apply. Our talent rules ban client data in personal or free AI accounts, and passwords, card numbers, health details and ID numbers never go into any AI tool.

You direct the work day to day. We handle recruiting, equipment and quality checks.

Yes. Every Insurance Account & Quoting Assistant is tested live in the tools on your job description, such as Applied Epic and EZLynx, before you meet them.

Only your licensed staff give coverage advice or bind cover. Your person processes endorsements and cancellations on your licensed staff's recorded instruction, and never submits a change without one. They are not your authorized representative and don't give advice or decide cover.

In week one: carrier and market list with appetite notes, contacts and submission preferences; confirms the AMS logs who instructed each change; and first-week plan with agreed KPIs and an end-of-day summary format. You agree the first priorities with them on day one.

Yes. It's also called Insurance Virtual Assistant, Policy Services Assistant and Insurance Account Manager. Same tasks, tests and prices, whatever the name.

Their written English, with a scored test, and their spoken English, on a call with us. We also check their ID, work history and references.

Yes. You meet your shortlist on a short call and pick the person you want. Nobody joins without your yes.

In our talent hubs in the Philippines, Vietnam, Kenya, Nigeria, Brazil and Colombia, and we hire from 60+ countries. Wherever they are, they work your hours.

Pay only for the hours they work. All your Seats are on one bill, and Studio plans are billed monthly.

It can, at most once a year. Your person's hourly rate may rise by up to 5% a year, from the first anniversary of the Seat's start, with 60 days' notice and the right to end the Seat before it applies.

Only when you and your person both agree to it in advance. Otherwise they work the hours you set, and you pay for the hours they log.

You aren't charged for hours your person doesn't work, apart from paid leave. After their third month, your person earns 8 hours of paid leave a month. Paid leave hours are charged at their usual rate.

Your person logs their hours each day in the Get Hands client app, where you can see them. Your next invoice is adjusted to those hours.

Yes, with no minimum hours. From 20 to 37 hours a week, the hourly rate is 10% higher than full-time. Under 20 hours, it's 20% higher.

Yes. Tell us the roles on a call and we shortlist tested people for each.

Yes. You give them access in your own systems, and you can change or remove it at any time.

They get their own login in each of your systems, never a shared one. Any password that has to be shared goes through your own password manager, never email, chat, code or prompts.

A tested shortlist within 72 hours of your call, or your first week is free. That's part of The Right Hands Guarantee.

Yes. Book a 15-minute demo any time, or choose Talk now on the booking form for a Microsoft Teams link straight away. You can also message us on WhatsApp on +61 485 061 086, or email hello@gethands.com.au.

Book a 15-minute demo on Microsoft Teams, any time, day or night. We show you the people, levels and prices that fit. No obligation.

Meet the people who fit your work.

A 15‑minute call on Teams. You leave knowing the level you need and its hourly price.

Book a demoTalk now on Teams

Talk now is live on Teams, any time.