Insurance VA
External
Remote Va · Metro Manila, PhilippinesPrepare for this interview
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About the role
We're seeking a detail-oriented and reliable Insurance Virtual Assistant with hands-on experience using Applied Epic . The ideal candidate will support our 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. 📋 Key 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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Company Intel
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