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.

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Insurance Customer Service Representative handling client interactions

Why Choose Our Insurance CSRs

💰

Save up to 70%

Reduce staffing costs significantly with our cost-effective CSR solutions.

👥

Client Retention

Experienced CSRs handle inquiries, renewals, and policy servicing to keep clients satisfied.

⭐

Top 1% Talent

Rigorous vetting process ensures you get verified, experienced customer service professionals.

📋

Flat-Fee Model

No payroll taxes, no HR overhead—just a transparent monthly rate.

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 verify and validate our CSRs' skills through real-world agency assessments. 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.

We Work With Your Tech Stack

Some of our client's tools. Our insurance VAs have hands-on experience with the exact systems your company uses daily. Click on any tool to learn more.

Applied Epic

Applied Epic

AMS360

AMS360

Vertafore

EZLynx

EZLynx

RingCentral

RingCentral

RingCentral / Vonage / 8x8

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

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Client Inquiries & Communication

  • Answering policy questions
  • Providing coverage information
  • Explaining policy details
🔧

Issue Resolution

  • Addressing complaints
  • Resolving billing disputes
  • Handling claims inquiries
📄

Policy Management

  • Processing policy changes
  • Managing renewals
  • Coordinating endorsements
📋

Document Requests

  • ID card requests
  • Dec Page copies
  • Certificates of insurance
📅

Appointment Management

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

Retention & Care

  • Proactive outreach
  • Relationship building
  • Cross-sell support

Transparent Pricing — No Startup Fees

We don't hide our pricing—we believe in transparency. One simple plan—scale up or down anytime.

MOST POPULAR

Full Time Plan

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

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 →

We Work With Your Tech Stack

Some of our client's tools. Our insurance VAs have hands-on experience with the exact systems your company uses daily. Click on any tool to learn more.

Applied Epic

Applied Epic

AMS360

AMS360

Vertafore

EZLynx

EZLynx

RingCentral

RingCentral

RingCentral / Vonage / 8x8

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.

✅

Industry-Leading Retention

With our 30-day vetting process, your CSR is verified, agency-ready, and prepared to excel.

💼

Simple & Affordable Hiring

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

🎓

Workflow Alignment

Onboarding tailored to your business needs. Your CSR adapts to your specific agency workflows from Day 1.

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 prioritize experience over training. We exclusively hire candidates with proven backgrounds in the insurance industry. Our rigorous 30-day vetting process tests their existing knowledge of policies, endorsements, and AMS workflows to ensure they are job-ready from Day 1.

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