Insurance VA

2 weeks ago

Cagayan de Oro, Philippines RemoteVA Full time

We’re seeking a detail-oriented and reliable Insurance Virtual Assistant with hands-on experience using Applied Epic . The ideal candidate will support our customer service operations and be responsible for the accurate creation of insurance certificates and binders . If you're a self-starter with a passion for client service and a strong grasp of insurance workflows, we’d love to connect.

Key Responsibilities
  • Provide responsive and professional customer service via email and phone
  • Create and issue insurance certificates and binders using Applied Epic
  • Assist with policy updates, documentation, and client record management
  • Ensure timely follow-ups and task tracking within Applied Epic
  • Collaborate with team members to support client needs and compliance
Requirements
  • Proven experience as an Insurance VA or in an insurance support role
  • Proficiency with Applied Epic (required)
  • Knowledge of insurance certificates, binders, and standard procedures
  • Strong communication and organizational skills
  • High attention to detail and ability to meet deadlines
  • Tech-savvy and comfortable with remote collaboration tools
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