Insurance Virtual Assistant

2 days ago

Pasig, National Capital Region, Philippines StratifyIQ Full time $40,000 - $60,000 per year

We're looking for a detail-oriented and experienced Insurance Virtual Assistant to provide essential back-office support to our U.S. insurance clients. This role is key in maintaining accurate records, ensuring compliance, and keeping day-to-day operations running smoothly. The ideal candidate has hands-on insurance experience, thrives in a fast-paced environment, and brings strong organizational and problem-solving skills to the team.

Key Responsibilities

  • Certificate Processing: Accurately prepare, issue, and update insurance certificates in a timely manner.

  • Attachment Management: Review, manage, and correctly route unrouted attachments within agency management systems.

  • Download Processing: Process carrier downloads to ensure policies and endorsements are properly matched and recorded.

  • Document Retrieval: Access and retrieve policy documents, endorsements, and notices directly from carrier portals.

  • Cancellation Notices: Monitor and process Notices of Cancellation (NOCs), update records, and escalate when needed.

  • Data Entry & Accuracy: Maintain precise, compliant records across multiple systems.

  • Collaboration: Partner with internal teams to resolve discrepancies and complete tasks efficiently.

  • General Administration: Support other insurance back-office tasks as assigned.

Qualifications

  • Minimum 3 years of insurance industry experience (agency, brokerage, or carrier support preferred).

  • Strong knowledge of policy documentation, processing workflows, and compliance requirements.

  • Familiarity with agency management systems such as Vertafore, Applied Epic, HawkSoft, Bridge, or Magellan.

  • High attention to detail, accuracy, and confidentiality in handling client data.

  • Strong organizational and time-management skills.

  • Ability to work independently in a remote setting while supporting a U.S. team.

  • Proficiency in English (written and verbal); bilingual skills are a plus.

What We Offer

  • Opportunity to collaborate with a U.S.-based insurance team.

  • Structured workflows, onboarding, and training for success.

  • Long-term growth potential for high-performing candidates.

  • Professional remote setup requirements: stable internet (150+ Mbps), noise-canceling headset, quiet workspace, and dual monitors preferred.

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