Remote Insurance Admin Pro – Policy Renewals & Onboarding

RPA VIRTUAL STAFFING; Manila; On-site; PHP 420,000 - 520,000; Part time

Benefits offered by this job

Work from home

US-based client exposure

Competitive starting rate

Career growth opportunities

Supportive team environment

Job summary

RPA VIRTUAL STAFFING is seeking an Insurance Virtual Assistant to support client servicing, renewals, new business applications, and admin tasks for U.S.-based insurance agencies. You will work with producers and managers in a fast-paced environment from a home-based setting.

The role requires at least 2 years in insurance administration, strong organization, and excellent communication. Proficiency with AMS platforms and office tools is preferred, with opportunities for growth.

Qualifications

• Minimum 2 years in the insurance industry, administration, or related support role.
• Strong organizational skills and keen attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and deadlines effectively.
• Comfortable working independently in a remote environment.
• Experience using Agency Management Systems (AMS) such as Momentum AMS, Applied Epic, AMS360, HawkSoft, EZLynx, AgencyZoom, or similar platforms (preferred).
• Proficiency in Microsoft Office and Google Workspace (preferred).
• Experience supporting Personal or Commercial Lines insurance operations (preferred).

Responsibilities

• Assist with policy renewals by gathering client information, requesting quotes, and preparing proposals.
• Support new business onboarding and policy issuance processes.
• Maintain accurate records within AMS and carrier portals.
• Generate certificates of insurance, endorsements, and loss run requests.
• Monitor renewal timelines and help prevent coverage lapses.
• Communicate with clients to collect required documentation and respond to basic inquiries.
• Prepare insurance summaries, binders, and comparison spreadsheets.
• Collaborate with producers and account managers to ensure tasks are completed on time.
• Assist with process improvement initiatives and administrative projects.

Skills

Insurance knowledge

Detail oriented

Communication skills

Multi-tasking

Remote work

Independent worker

Tools

Momentum AMS

Applied Epic

AMS360

HawkSoft

EZLynx

AgencyZoom

Job description

RPA VIRTUAL STAFFING is seeking an Insurance Virtual Assistant to support client servicing, renewals, new business applications, and admin tasks for U.S.-based insurance agencies. You will work with producers and managers in a fast-paced environment from a home-based setting.

The role requires at least 2 years in insurance administration, strong organization, and excellent communication. Proficiency with AMS platforms and office tools is preferred, with opportunities for growth.