Insurance Assistant

4 hours ago


Davao City, Davao, Philippines beBeeInsurance Full time ₱400,000 - ₱800,000
Insurance Assistant Role Overview

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.
Requirements:
  • 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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