Support Insurance Operations Specialist

2 days ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeInsurance Full time ₱2,640,000 - ₱4,520,000

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
Key Responsibilities:
  • 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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