Insurance Certificate Specialist

1 day ago


Cabuyao, Calabarzon, Philippines beBeeInsurance Full time ₱9,000 - ₱10,000
Job Title: Insurance Certificate Specialist

We are 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.

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
Seniority Level:
  • Entry level
Employment Type:
  • Full-time
Job Function:
  • Other
  • Industries: Technology, Information and Internet


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