Insurance Virtual Assistant

Office Beacon LLC; Central Luzon; Hybrid; PHP 1,133,000 - 2,014,000; Full time

Benefits offered by this job

Flexible schedule

Remote work optional

Night shifts when required

Job summary

Office Beacon LLC is seeking an Insurance Virtual Assistant to support U.S.-based insurance agencies with back-office tasks, policy servicing, and quoting across Personal Lines and Commercial Lines. This remote/hybrid role requires attention to detail and professional communication with U.S.

clients. The ideal candidate will handle documentation, billing support, and follow-ups while adapting to varying client schedules, including possible night shifts.

Qualifications

• 1+ year experience in insurance support or similar environment.
• Strong written and verbal English communication.
• Experience with Microsoft Outlook, Word, and Excel.

Responsibilities

• Support U.S. insurance agency operations and back-office activities.
• Enter and update customer, policy, and account information in an Agency Management System.
• Assist with Personal Lines and Commercial Lines quoting.
• Gather and review information for carrier submissions.
• Prepare applications, supplemental forms, and insurance documentation.
• Process policy servicing requests, endorsements, and policy changes.
• Assist with renewal preparation, remarketing, and coverage comparisons.
• Issue Certificates of Insurance and Auto ID Cards when authorized.
• Monitor emails, work queues, and follow-ups.
• Communicate professionally with agents, carriers, clients, prospects, and internal teams.

Skills

English communication

Multitasking

Independent work

Remote collaboration

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Agency Management System

Job description

Office Beacon is looking for a detail-oriented Insurance Virtual Assistant to support the daily operations of U.S.-based insurance agencies.

Depending on the client assignment, you may support Personal Lines, Commercial Lines, or both, handling insurance quoting, policy servicing, renewals, endorsements, documentation, billing support, follow-ups, telemarketing, and other agency operations.

This is a U.S.-client-facing role, so candidates must be willing to work schedules aligned with U.S. client operations, including night-shift schedules when required. The specific working hours will depend on the assigned client.

Responsibilities

• Support U.S. insurance agency operations and back-office activities.
• Enter and update customer, policy, and account information in an Agency Management System.
• Assist with Personal Lines and Commercial Lines quoting.
• Gather and review information for carrier submissions.
• Prepare applications, supplemental forms, and insurance documentation.
• Process policy servicing requests, endorsements, and policy changes.
• Assist with renewal preparation, remarketing, and coverage comparisons.
• Issue Certificates of Insurance and Auto ID Cards when authorized.
• Process mortgagee, lienholder, and additional insured updates.
• Assist with cancellations, reinstatements, and rewrite requests.
• Request and process loss runs, claims information, MVRs, and underwriting documents.
• Review policies and supporting documents for completeness and accuracy.
• Monitor emails, work queues, assigned tasks, and follow-ups.
• Maintain accurate documentation of customer and policy activity.
• Communicate professionally with agents, carriers, clients, prospects, and internal teams.
• Make or receive business-related calls when required.
• Assist with telemarketing, prospect outreach, appointment setting, and follow-ups when assigned.
• Support billing, reconciliation, and past-due activities when required.
• Maintain organized electronic files and protect confidential information.
• Create or update basic process documentation using Microsoft Word and Excel.
• Follow client-specific workflows, service standards, and escalation procedures.

Qualifications

• At least 1 year of insurance experience in an agency, carrier, brokerage, claims operation, or insurance-support environment; OR
• At least 2 years of relevant experience in a regulated, technical, customer-facing, or document-intensive field such as banking, financial services, mortgage services, healthcare administration, legal services, claims, underwriting support, telemarketing, or a comparable industry.
• Experience reviewing detailed information, processing transactions, and maintaining accurate records.
• Experience following established procedures and detailed written instructions.
• Strong written and verbal English communication skills.
• Experience using email and standard business applications such as Microsoft Outlook, Word, and Excel.
• Experience identifying missing, conflicting, or incomplete information.
• Ability to manage multiple requests, deadlines, and follow-ups.
• Ability to learn technical terminology, systems, and workflows.
• Ability to determine when a task should be completed independently or escalated.
• Ability to handle confidential customer and business information.
• Ability to work independently while collaborating with remote and international teams.
• Willingness to communicate professionally with U.S.-based clients and internal teams.
• Willingness to work U.S.-aligned schedules, including night shifts when required by the assigned client.
• Reliable internet access and a professional remote workspace for home-based assignments.
• Willingness to work onsite.

Preferred Experience

Experience with any of the following is an advantage:

• U.S. Property & Casualty insurance
• Independent insurance agencies
• Personal Lines and/or Commercial Lines
• Quoting and policy servicing
• Renewals and endorsements
• Certificates of Insurance
• Loss runs and claims support
• Billing and past-due activities
• ACORD forms and carrier submissions
• Agency Management Systems
• Carrier portals and comparative rating platforms
• Telemarketing, prospect outreach, appointment setting, or customer follow-up
• Direct communication with U.S.-based clients or customers

Insurance Systems

Experience with any of the following is beneficial:

Applied Epic, AMS360, EZLynx, HawkSoft, QQ Catalyst, Nexsure, PL Rater, Vertafore products, carrier portals, comparative rating platforms, and document-management/workflow systems.