Manage daily operations within EZLynx (policy data, client records, and carrier information)
Clean and organize existing agency data to ensure accuracy and usability
Set up, audit, and optimize automations in both EZLynx and GoHighLevel
Handle carrier downloads and manual data updates when needed
Support quoting workflows and help prepare the agency for increased cross-selling activity
Identify inefficiencies and recommend improvements to processes

real, hands-on experience working with EZLynx in a live insurance agency environment
real, hands-on experience working with GoHighLevel (GHL) for CRM and marketing automation
understanding of the difference between an Agency Management System (AMS) and a CRM
knowledge of policy downloads, carrier integrations, and workflows within EZLynx
skills to build and maintain automation, pipelines, and follow-up sequences in GoHighLevel
previous experience as a CSR, operations assistant, or insurance virtual assistant
experience supporting quoting processes and cross-selling initiatives

Senior Insurance Virtual Assistant – EZLynx, GoHighLevel

Key skills