Insurance Virtual Assistant

1 day ago


Cebu City, Central Visayas, Philippines CoveredHire Full time ₱300,000 - ₱600,000 per year

Insurance Virtual Assistant (Remote)


Remote | Full-time

About Us

We are a specialized recruitment firm that partners with leading insurance agencies to connect them with top-tier talent. Our mission is to help agencies build strong teams so they can focus on serving their clients and growing their business. We are currently seeking a skilled
Insurance Virtual Assistant
on behalf of one of our partner agencies to provide essential support in daily operations and client service.

What You'll Do

  • Provide administrative and customer support to insurance agents and clients.
  • Assist with policy quotes, renewals, endorsements, and claims processing.
  • Manage client records, update CRM systems, and ensure data accuracy.
  • Handle client communications via phone, email, and chat.
  • Schedule appointments, follow up with leads, and track renewals.
  • Prepare reports and maintain compliance with company and industry standards.

What We're Looking For

  • Prior experience in insurance or as a virtual assistant (preferred).
  • Strong knowledge of insurance processes and terminology (Life, Health, P&C, or Commercial a plus).
  • Excellent organizational, multitasking, and communication skills.
  • Proficiency with CRM tools, Microsoft Office, or Google Workspace.
  • Ability to work independently, manage deadlines, and maintain confidentiality.
  • Bonus: Experience with AMS platforms (Applied, EZLynx, HawkSoft, etc.) or a current insurance license.

What We Offer

  • 100% remote and flexible work setup.
  • Competitive pay based on experience.
  • Opportunity for long-term growth within the agency.

How to Apply

If you're detail-oriented, client-focused, and eager to grow in the insurance industry, we'd love to hear from you. Please submit the following:

  • Resume
  • Intro video
    (1–2 minutes introducing yourself and highlighting your relevant skills)
  • Short cover letter
    outlining your insurance/administrative experience and availability

We're excited to learn more about you Please send your application materials to

.



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