Virtual Insurance Services Specialist

2 days ago


Baguio City, Cordillera, Philippines beBeeInsurance Full time ₱300,000 - ₱500,000
Insurance Virtual Assistant Role

We are seeking a detail-oriented and reliable Insurance Virtual Assistant to support our customer service operations. The ideal candidate will have hands-on experience using Applied Epic and be responsible for the accurate creation of insurance certificates and binders.

This is a key opportunity for a self-starter with a passion for client service and a strong grasp of insurance workflows. If you are organized, proactive, and eager to learn, we encourage you to apply.

Main 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.

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