Insurance Certificate Specialist

2 days ago

Tarlac City, Central Luzon, Philippines beBeeInsurance Full time ₱800,000 - ₱1,200,000
Insurance Certificate Specialist Job

We're seeking a detail-oriented and reliable Insurance Certificate Specialist 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

Benefits:

  • Opportunity to work with a dynamic team
  • Professional growth and development
  • A collaborative and supportive work environment

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