
Help Us Grow Our Business as an Insurance Virtual Assistant
2 days ago
We're seeking a reliable and detail-oriented Insurance Virtual Assistant with hands-on experience in using Applied Epic. The ideal candidate will support customer service operations and be responsible for the accurate creation of insurance certificates and binders.
- Key Responsibilities:
- Provide 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
What We Offer:
A dynamic work environment with opportunities for growth and development.
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