
Remote Insurance Certificate Specialist
3 days ago
As a detail-oriented and reliable Insurance Virtual Assistant, you will play a vital role in supporting customer service operations. Your expertise in Applied Epic and strong grasp of insurance workflows enable you to accurately create insurance certificates and binders.
Key Responsibilities:- Provide responsive 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
We are seeking a self-motivated individual with a passion for client service who can thrive in a remote environment. If you have experience as an Insurance VA or in an insurance support role we would love to connect.
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 organizational skills
- High attention to detail and ability to meet deadlines
- Tech-savvy and comfortable with remote collaboration tools
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