
Insuring Future Clients
1 week ago
Job Description:
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
This is a great opportunity for a self-starter with a passion for client service and a strong grasp of insurance workflows.
The ideal candidate will be able to work independently and collaboratively as part of a team, ensuring timely completion of tasks and excellent customer satisfaction.
We value candidates who are proactive, efficient, and have a positive attitude towards their work.
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