Insurance Virtual Assistants Who Take Service Work Off Your Producers
Hire a full-time remote account assistant or insurance CSR who works only for your agency, in your management system, on your hours. Your licensed team keeps selling; your hire keeps the book serviced. Talentige has made 1,750+ hires worldwide.
✓ 3–5 finalists in about 14 days✓ 90-day replacement guarantee✓ Pay nothing until you hire
Your remote hireYour licensed producer
Certificates, endorsements, renewals, billing questions, carrier follow-ups: the service work grows with every policy you write, and it lands on the people who should be selling. A Talentige insurance virtual assistant is a full-time, dedicated hire who works only for your agency, never shared, and owns that queue.
Licensed work stays licensed
The rule of thumb
Anyone who sells, solicits or negotiates insurance in the US must hold a state producer licence (NAIC). Your remote hire supports your producers; they don't bind coverage, recommend coverage or quote terms on their own. State rules on what unlicensed staff may do vary, so set the boundaries with your compliance lead.
Your remote hire handles
Certificates of insurance and holder requests
Endorsements and policy changes you approve
Policy checking against applications and quotes
Renewal files, remarketing submissions and carrier follow-up
Billing questions, payment reminders and direct-bill reconciliation
First notice of loss intake and claim status updates
Your licensed producers keep
Coverage recommendations and advice
Binding coverage and negotiating terms
Quoting terms to clients
Sales conversations and new business
Any task your state reserves for licensed staff
Roles agencies hire
Account assistant
Owns service for a producer's book: COIs, endorsements, renewals, document chasing, AMS hygiene.
Cross-sell and X-date campaigns that book meetings for your producers.
See the SDR page
What independent agencies are telling the industry
2024 Agency Universe Study (Big "I" and Future One, 1,269 respondents), independent P&C agencies. The study estimates 39,000 independent agencies in the US, down from 40,000 in 2022.See the data as a table
Finding
Share of agencies
Identifying operating efficiencies: most important factor to succeed
63%
Agencies using e-signature tools
70%
Developing hard-market talking points for clients: most important factor
56%
Finding and screening strong job candidates: a top challenge
46%
Two agencies, two results
Anonymised Talentige clients, with the numbers as they reported them.
Independent P&C agency · client result
$180K in additional written premium
account assistants
2
back per producer, per week
~15 hrs
additional written premium in 6 months
$180K
An independent P&C agency had producers spending too much time chasing documents and servicing existing policies. Talentige placed 2 account assistants to manage certificates of insurance, renewals, and policy changes. The producers gained back roughly 15 hours each per week, helping the agency generate $180K in additional written premium in 6 months.
Commercial brokerage · client result
340 renewals handled, no extra local hire
remote support specialists
2
renewal files in one quarter
340
lower administrative staffing costs
48%
Renewal season was overwhelming a commercial insurance brokerage. Instead of adding another full-time local CSR, they hired 2 remote insurance support specialists through Talentige. The team handled 340 renewal files in one quarter and cut administrative staffing costs by 48%, while keeping their licensed brokers focused on retention and new business.
The cost gap
US cost: BLS May 2025 median wage at insurance agencies and brokerages × 2,080 hours × 1.43 for benefits and payroll costs. Talentige: typical monthly pay range across our markets.See the data as a table
Role
US median wage
US cost per month
Talentige hire per month
Customer service rep
$22.23/hr
$5,510
$800–$1,500
Account assistant
$22.35/hr
$5,540
$900–$1,800
Policy & renewal processor
$23.52/hr
$5,830
$900–$1,800
By market: CSRs earn about $800–$1,000 in Egypt, $1,000–$1,300 in Morocco and the Philippines, and $900–$1,500 in Latin America; account assistants $900–$1,100, $1,000–$1,300 and $1,000–$1,800. For comparison, a US insurance sales agent at an agency has a median wage of $29.63 an hour. You pay nothing until you hire, then a one-time fixed placement fee by role, with no retainer by default (a small optional retainer applies only if you want us to manage payment and admin monthly). Pay your hire in USD, CAD, EUR, AUD or GBP; they follow your holiday calendar apart from one or two local holidays. Model your team in the overseas hiring cost calculator.
Your AMS, your carriers
Applied Epic
AMS360
HawkSoft
EZLynx
QQCatalyst
NowCerts
Applied Rater
Carrier portals
Ivans
We check management-system experience during screening and tell you what each finalist has used. Every candidate takes written and oral English tests (French or Spanish if your clients need it), a communication assessment and role tests: issuing a certificate from a holder request with special wording, processing an endorsement request with missing information, and a renewal call role play with a client facing a rate increase, handled in the talking points you approve.
The first 30 days
Week 1: AMS access, your service standards, shadowing a producer's book. Week 2: owns certificates and simple endorsements with your review. Weeks 3–4: takes over renewal prep for the next 90 days of expirations. Day 30: you review turnaround times and what's left on your producers' desks.
Your hire is a full-time contractor who joins your team, with a background check, a government-stamped, locally compliant contract, a signed NDA, payment handled by us and Hubstaff time tracking. We recruit in the Philippines, Latin America (Spanish-speaking clients: Mexico, Colombia), Morocco (French-English, useful for Canadian agencies) and Egypt. Comparing models? See the EOR vs staffing agency vs Upwork guide.
Give your producers their week back
Tell us about your book and your AMS. You'll meet 3–5 tested finalists in about 14 days.
A full-time insurance virtual assistant services your book: certificates of insurance, endorsements, policy checking, renewal files, remarketing submissions, billing questions, claims intake and AMS updates. Licensed tasks stay with your producers.
Does an insurance virtual assistant need a licence?
In the US, anyone who sells, solicits or negotiates insurance must be a licensed producer. Your remote hire supports licensed staff and doesn't bind or recommend coverage. Check your state's rules on unlicensed staff with your compliance lead.
How much does an insurance virtual assistant cost?
Account assistants typically earn $900–$1,800 a month and CSRs $800–$1,500, depending on the market. A US CSR at an insurance agency costs about $5,510 a month with benefits (BLS). Pay nothing until you hire, then a one-time fixed fee by role.
Which agency management systems can they use?
Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst, NowCerts and your carrier portals. We report each finalist's experience.
Can they handle renewals?
Yes. Many agencies start their hire on renewal prep: pulling expirations 90–120 days out, collecting updated information, preparing remarketing submissions and following up with carriers for your producers to review.
Can I hire a bilingual insurance CSR?
Yes. Spanish-English from Latin America and French-English from Morocco, tested formally in both languages.
How fast can I hire?
You'll meet 3–5 tested finalists in about 14 days, then we handle the background check, contract, payment and onboarding.
What if the hire doesn't work out?
Every placement has a 90-day replacement guarantee, with terms confirmed in writing before you start.
Sources
Big "I" / Future One, 2024 Agency Universe Study, as reported in IA Magazine, "7 Findings From the 2024 Agency Universe Study" (September 26, 2024). iamagazine.com · independentagent.com
National Association of Insurance Commissioners, "Producer Licensing" (last updated February 10, 2025). naic.org
U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025, agencies, brokerages and other insurance related activities (NAICS 524200), median hourly wages via the BLS Public Data API: customer service representatives (43-4051) $22.23 (series OEUN000000052420043405108); secretaries and administrative assistants (43-6014) $22.35 (series OEUN000000052420043601408); insurance claims and policy processing clerks (43-9041) $23.52 (series OEUN000000052420043904108); insurance sales agents (41-3021) $29.63 (series OEUN000000052420041302108). bls.gov
U.S. Bureau of Labor Statistics, Employer Costs for Employee Compensation – June 2026 (released September 9, 2026), private industry: total compensation $46.89 per hour worked, wages and salaries $32.82. Multiplier 46.89 ÷ 32.82 = 1.43. bls.gov
Client results: Talentige client engagements, anonymised at the client's request; figures as reported by the client.
Talentige placement data (as of October 2026): 1,750+ hires in total, including 500+ in Morocco, 250+ in Egypt, 500+ in the Philippines and 500+ across Latin America; typical monthly pay ranges, timelines, screening process, holiday arrangements and payment currency are based on Talentige placements.
