Remote Insurance Certificate Specialist

3 days ago


Quezon City, National Capital Region, Philippines beBeeInsurance Full time ₱30,000 - ₱60,000

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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