
Expert Insurance Certificate Specialist
22 hours ago
We are seeking a highly skilled and detail-oriented Insurance Virtual Assistant to support our customer service operations. The ideal candidate will have hands-on experience using Applied Epic 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
Why This Role Matters:
This role is critical in supporting our customer service operations and ensuring the highest level of client satisfaction. If you are a motivated and detail-oriented individual with a passion for insurance workflows, we encourage you to apply.
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