Part Time Insurance Virtual Assistant | 21233

Wing Assistant; Philippines; Remote; PHP 320,000 - 383,000; Part time

Benefits offered by this job

Performance incentives

Job security and stability

Paid training

Inclusive culture

Upskilling opportunities

100% Work-From-Home

Supportive team

Career growth opportunities

Fun work environment

Holiday & overtime pay

Job summary

Wing Assistant is seeking a Part-Time Insurance Virtual Assistant to start immediately. The role focuses on client communication, policy servicing, and workflow management across EZLynx and related tools.

You will support multiple brokers, handle invoicing, and assist with endorsements, renewals, and documentation. The position is 100% remote with a flexible schedule (Monday–Friday, 8:00 AM–12:00 PM) and a PHP 31,500 monthly salary plus HMO.

Qualifications

• Approximately five or more years of relevant insurance-support experience preferred.
• Prior experience supporting an insurance agency.
• Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
• Strong EZLynx experience preferred.
• Ability to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.

Responsibilities

• Monitor and triage shared client emails, phone calls, and service requests.
• Respond to routine client questions using approved procedures and escalation rules.
• Collect information and documentation for policy-service requests.
• Follow up with clients, carriers, and underwriters regarding missing information and pending requests.
• Provide agency-wide administrative coverage when brokers are traveling or unavailable.
• Process certificates of insurance through the agency's workflow.
• Support endorsements, policy changes, renewals, and related documentation.
• Add new policies and maintain accurate policy and client information in EZLynx.
• Complete invoicing and other routine servicing activities in EZLynx.
• Prepare and send requests to underwriters, carriers, and internal processing teams.
• Maintain accurate notes, activities, statuses, and documents in EZLynx.
• Identify stalled requests and escalate as needed.
• Provide daily reports on completed work, pending requests, and escalations.

Skills

Insurance support

Agency support

Policy servicing

EZLynx experience

Client communication

Tools

EZLynx

Microsoft Excel

Email/phone platforms

Job description

Part-Time Insurance Virtual Assistant

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.

And we're looking for a Part-Time Insurance Virtual Assistant to start immediately!

Duties and Responsibilities include but are not limited to:

Client Communication & Service Support

1. Monitor and triage shared client emails, phone calls, and service requests.
2. Respond to routine client questions using the agency's approved procedures and escalation rules.
3. Collect information and documentation required for policy-service requests.
4. Follow up with clients, carriers, and underwriters regarding missing information and pending requests.
5. Provide agency-wide administrative coverage when any broker is traveling or unavailable.

Policy Processing & Administration

1. Process certificates of insurance through the agency's established workflow.
2. Support endorsements, policy changes, renewals, and related documentation within applicable licensing boundaries.
3. Add new policies and maintain accurate policy and client information in EZLynx.
4. Complete invoicing and other routine servicing activities in EZLynx.
5. Prepare and send requests to underwriters, carriers, and internal processing teams.
6. Maintain accurate notes, activities, statuses, and documents in EZLynx.

Workflow Management & Reporting

1. Identify stalled requests, missing documentation, and items requiring broker involvement.
2. Escalate coverage questions, complex situations, and activities requiring an insurance license.
3. Provide a daily report covering completed work, pending requests, missing information, and escalated matters.
4. Assist with additional administrative or policy-servicing tasks assigned by agency leadership.

Required Tools

1. EZLynx (strong hands-on experience strongly preferred)
2. Microsoft Excel or comparable spreadsheet software
3. Email and phone-based customer service platforms

Qualifications

1. Approximately five or more years of relevant insurance-support experience preferred.
2. Prior experience supporting an insurance agency.
3. Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
4. Strong EZLynx experience preferred.
5. Ability to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.
6. Requires training on agency-specific procedures rather than insurance fundamentals.
7. Capable of independently communicating with clients, carriers, underwriters, and processing teams.
8. Highly organized, dependable, proactive, and detail-oriented.
9. Able to recognize when tasks can be completed independently and when escalation is required.
10. Comfortable supporting multiple brokers through a shared priority system.
11. Interested in potentially expanding from part-time to full-time.
12. Experience handling confidential client, policy, and financial information.

Technical Requirements:

• USB Headset with noise-cancellation feature
• Working Webcam
• Computer with at least 1.8 GHz processor and at least 4GB RAM
• Main Internet Service Speed: at least 25 Mbps cable connection
• Backup Internet Service Speed: at least 10 Mbps

Benefits:

• Performance Incentives
• Job Security and Stability
• Paid Training
• Inclusive Culture
• Upskilling Opportunities
• 100% Work-From-Home
• Exceptionally Supportive Team
• Opportunities for Career Growth
• Fun Work Environment
• Holiday & Overtime Pay

Schedule: Monday to Friday, 8:00 AM - 12:00 PM

Location: 100% Remote/WFH Setup

Salary Package: PHP 31,500/month + HMO

Start Date: ASAP

Employment Type: Part-Time (20 hours per week)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.