Insurance Virtual Assistant (PH)

We’re looking for a detail-oriented and experienced Insurance Virtual Assistant to provide essential back-office support to our U.S. insurance clients. This role is key in maintaining accurate records, ensuring compliance, and keeping day-to-day operations running smoothly. The ideal candidate has hands-on insurance experience, thrives in a fast-paced environment, and brings strong organizational and problem-solving skills to the team.

Key Responsibilities

Certificate Processing : Accurately prepare, issue, and update insurance certificates in a timely manner.

Attachment Management : Review, manage, and correctly route unrouted attachments within agency management systems.

Download Processing : Process carrier downloads to ensure policies and endorsements are properly matched and recorded.

Document Retrieval : Access and retrieve policy documents, endorsements, and notices directly from carrier portals.

Cancellation Notices : Monitor and process Notices of Cancellation (NOCs), update records, and escalate when needed.

Data Entry & Accuracy : Maintain precise, compliant records across multiple systems.

Collaboration : Partner with internal teams to resolve discrepancies and complete tasks efficiently.

General Administration : Support other insurance back-office tasks as assigned.

Qualifications

Minimum 3 years of insurance industry experience (agency, brokerage, or carrier support preferred).

Strong knowledge of policy documentation, processing workflows, and compliance requirements .

Familiarity with agency management systems such as Vertafore, Applied Epic, HawkSoft, Bridge, or Magellan .

High attention to detail, accuracy, and confidentiality in handling client data.

Strong organizational and time-management skills.

Ability to work independently in a remote setting while supporting a U.S. team.

Proficiency in English (written and verbal); bilingual skills are a plus.

What We Offer

Opportunity to collaborate with a U.S.-based insurance team.

Structured workflows, onboarding, and training for success.

Long-term growth potential for high-performing candidates.

Professional remote setup requirements : stable internet (150+ Mbps), noise-canceling headset, quiet workspace, and dual monitors preferred.