
Support Insurance Operations Specialist
2 days ago
We are seeking a detail-oriented and reliable Virtual Assistant with hands-on experience using Applied Epic.
The ideal candidate will support customer service operations and be responsible for the accurate creation of insurance certificates and binders. If you're a self-starter with a passion for client service and a strong grasp of insurance workflows, we'd love to connect.
- 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
- Respond to customer inquiries in a timely and professional manner
- Maintain accurate records of client interactions and transactions
- Analyze and resolve complex issues related to insurance policies and certificates
Requirements:
- Proven experience as a Virtual Assistant or in a 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
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