Expert Insurance Assistant

2 days ago


Antipolo City, Calabarzon, Philippines beBeeInsurance Full time ₱3,500,000 - ₱5,000,000
Insurance Virtual Assistant

We are seeking a detail-oriented and reliable Insurance Virtual Assistant with hands-on experience using Applied Epic to support our customer service operations. This role is responsible for the accurate creation of insurance certificates and binders.

Main Responsibilities:

  • Provide responsive and professional customer service via email and phone
  • Create and issue insurance certificates and binders using Applied Epic
  • Support policy updates, documentation, and client record management within Applied Epic
  • Ensure timely follow-ups and task tracking
  • 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


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