Elevate Your Customer Experience

Save up to 70% on staffing costs while delivering exceptional customer service. Our trained Insurance Customer Service Representatives handle client interactions with professionalism and care.

Insurance Customer Service Representative handling client interactions

Why Choose Our Insurance CSRs?

πŸ’°

Save up to 70%

Save up to 70% on staffing costs with our affordable CSR plans.

πŸ‘₯

Retain Clients

Retain clients effortlessly with experienced CSRs managing inquiries and renewals.

⭐

Top 1% Talent

We hire and train the top 1% of customer service candidates.

πŸ“‹

Flat-Fee Model

Eliminate payroll taxes and HR headaches with our flat-fee model.

Rooted in Insurance Expertise

At Ocean Virtual Assistant, we specialize in providing exceptional Insurance Customer Service Representatives to agencies across the USA. Our roots trace back to Walker Insurance Agency, where we built our foundation in customer service excellence.

As a leading agency in the insurance sector, we not only run a successful insurance business but also train and vet our CSRs through real-world industry experience. This unique background enables us to offer specialized customer service tailored to your clients' needs.

Enjoy the flexibility of part-time support without startup fees or surprises, starting at just $750 monthly with zero HR complications.

Ready to save on time & up to 70% on costs?

Find the time that works best for you & book a FREE discovery call today.

Ocean Virtual Assistant Solutions

  • 30 min
  • Video Call or Phone Call
Booking Demo

What Our Insurance CSRs Handle

Customer-Facing Tasks Our CSRs Excel At

πŸ’¬

Client Inquiries & Communication

  • Answering policy questions
  • Providing coverage information
  • Explaining policy details
πŸ”§

Issue Resolution

  • Addressing complaints
  • Resolving billing disputes
  • Handling claims inquiries
πŸ“„

Policy Management

  • Processing policy changes
  • Managing renewals
  • Coordinating endorsements
πŸ“‹

Document Requests

  • ID card requests
  • Dec Page copies
  • Certificates of insurance
πŸ“…

Appointment Management

  • Scheduling meetings
  • Following up on quotes
  • Managing reminders
❀️

Retention & Care

  • Proactive outreach
  • Relationship building
  • Cross-sell support

Transparent Pricing β€” No Startup Fees

We don't hide our pricingβ€”we believe in transparency. One simple planβ€”scale up or down anytime.

MOST POPULAR

Full Time Plan

Starting at:
$1,300 / monthly
40 hours/week
  • βœ“
    No Startup Fee
  • βœ“
    No Lock-In Contract
  • βœ“
    Flat Monthly Fee
  • βœ“
    No Additional Fees Ever
  • βœ“
    No Cost VA Replacements
  • βœ“
    No Equipment Expense
  • βœ“
    No PTO Expense
  • βœ“
    No HR Issues
Get Started
Need fewer hours? Ask about our Part-Time plan
πŸ’‘

Compare: Full-time US employee costs $40K-60K/year + benefits

In-house Employee: $40,000-$60,000/year + benefits (~$50,000-$75,000 total)
Ocean VA Full-Time: $15,600/year
Your Savings: $24,000-$44,000/year (60-70%)
Calculate Your Savings β†’

Why Ocean VA CSRs Stand Out

Our roots in the insurance industry set us apart

🌍

Global Talent Network

Tap into a global network of top-tier talent from Mexico, Philippines and LATAM.

βœ…

Industry-Leading Retention

With our 30-day vetting process, your CSR is trained, experienced, and ready to excel.

πŸ’Ό

Simple & Affordable Hiring

Interview top candidates, choose your price, and enjoy a flat monthly rate with no hidden fees.

πŸŽ“

Customized Training

Training tailored to your business needs. Each CSR is skilled in English, client interaction, and insurance technology.

Frequently Asked Questions

Typical tasks include policy servicing (endorsements, renewals), COIs and accord forms, quote intake, carrier communications, claims follow-ups, CRM/AMS updates, and inbox/phone coverage.

Yes. Your VA can coordinate claims follow-ups, gather documentation, and manage renewals and endorsements while keeping your AMS up to date.

By handling policy servicing, COIs, quote intake, carrier communications, claims follow-ups, CRM/AMS updates, and inbox/phone coverage, freeing your team to focus on sales and client relationships.

We commonly work in Applied Epic/AMS360/EZLynx, QuoteRush and similar insurance tools. Your VA will use the systems you specify.

Yes. We follow strict data-security practices with principle-of-least-access, NDA/SOP adherence, secure tools, and audit-friendly workflows.

Ocean VA uses a simple flat monthly rate with no setup fees, no lock-in contracts, and free replacements. Your quote is tailored to role and scope after a quick discovery call.

Yes. Ocean VA offers flat monthly pricing with no setup fees, no lock-in contracts, and free replacements.

Yes. We match your preferred time zone and business hours; extended or round-the-clock coverage can be arranged by assigning more than one VA.

You get one dedicated VA who learns your systems and workflow; we never pool your work across a ticket queue.

We vet the top 1% of applicants with a 30-day process and industry-specific training so your VA arrives job-ready, with ongoing coaching from our team.

Yes. Many of our assistants are bilingual (English and Spanish). All VAs are fluent in professional English; we can match Spanish support on request.

Everything is month-to-month. No lock-in or long-term contracts.

Ready to Transform Your Customer Service?

Let us help your agency deliver exceptional customer experiences while saving up to 70% on staffing costs.

We offer a flat monthly fee, no start-up costs, and no hidden fees.

Book a Discovery Call