
Insurance Assistant
4 hours ago
We're seeking an Insurance Virtual Assistant to support our customer service operations. The ideal candidate will have hands-on experience using Applied Epic and a strong grasp of insurance workflows.
Key Responsibilities:- Customer Service Support: Provide responsive and professional email and phone assistance to clients.
- Certificate and Binder Creation: Use Applied Epic to create and issue accurate insurance certificates and binders.
- Policy Updates and Management: Assist with policy updates, documentation, and client record management within Applied Epic.
- Task Tracking and Follow-ups: Ensure timely follow-ups and task tracking within Applied Epic.
- Collaboration and Compliance: Collaborate with team members to support client needs and maintain compliance standards.
- Proven Experience: Proven experience as an Insurance VA or in an insurance support role.
- Aplied Epic Proficiency: Proficiency with Applied Epic software is required.
- Insurance Knowledge: Strong knowledge of insurance certificates, binders, and standard procedures.
- Communication and Organization: Excellent communication and organizational skills are essential for success in this role.
- Attention to Detail: High attention to detail and ability to meet deadlines are critical.
- Tech-Savviness: Tech-savvy and comfortable with remote collaboration tools.
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Administrative Assistant
2 days ago
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Branch Relations Assistant
2 days ago
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