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Insurance Va

Buscojobs

Cebu City

Remote

PHP 400,000 - 600,000

Full time

Today
Be an early applicant

Job summary

A reputable company is seeking an Insurance Virtual Assistant in Cebu City. The role involves customer service, the accurate creation of insurance certificates and binders using Applied Epic, and ensuring compliance. The ideal candidate should have strong communication skills and attention to detail. Remote collaboration skills are also a must.

Qualifications

  • Proven experience as an Insurance VA or in an insurance support role.
  • Proficiency with Applied Epic is required.
  • Knowledge of insurance certificates, binders, and standard procedures is necessary.

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.

Skills

Customer service skills
Attention to detail
Organizational skills
Communication skills
Technical proficiency

Tools

Applied Epic
Job description

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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