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Insurance Virtual Assistant

remote-vaRemote — Central Visayas, Philippines
Remote Full-time

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Experience Level

Experience

Qualifications

Requirements: Demonstrated experience as an Insurance VA or in a related insurance support position Required proficiency in Applied Epic Familiarity with insurance certificates, binders, and standard operating procedures Excellent communication and organizational abilities Meticulous attention to detail and capability to adhere to deadlines Technologically adept and comfortable using remote collaboration tools

About the job

Are you a meticulous and trustworthy Insurance Virtual Assistant with practical experience utilizing Applied Epic? We are looking for a dedicated professional to enhance our customer service operations. Your main responsibilities will include the precise creation of insurance certificates and binders. If you are a proactive individual with a passion for client satisfaction and a strong understanding of insurance processes, we want to hear from you!

Key Responsibilities:

  • Deliver responsive and professional customer service through email and phone communications
  • Generate and distribute insurance certificates and binders utilizing Applied Epic
  • Assist in policy updates, documentation, and management of client records
  • Ensure prompt follow-ups and task management within Applied Epic
  • Work collaboratively with team members to meet client needs and maintain compliance

About remote-va

At remote-va, we are committed to providing exceptional virtual assistance tailored to the needs of our clients. Our team is dedicated to ensuring high-quality support in various sectors, including insurance.

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