Part-Time Insurance Virtual Assistant
New
W
WingInsurance
Listing location: Philippines; Workplace type: Remote; Location: 100% Remote/WFH SetupPart-TimeSenior
SalaryPHP 31,500/month + HMO
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Job Details
- Experience
- Approximately five or more years of relevant insurance-support experience preferred.
- Required Skills
- Microsoft Excel
Requirements
- Have prior experience supporting an insurance agency.
- Bring approximately five or more years of relevant insurance-support experience; this is preferred.
- Have practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
- Have strong hands-on EZLynx experience; this is preferred.
- Be able to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.
- Use Microsoft Excel or comparable spreadsheet software.
- Communicate independently with clients, carriers, underwriters, and processing teams.
- Recognize which tasks can be completed independently and which require escalation.
- Be comfortable supporting multiple brokers through a shared priority system.
- Handle confidential client, policy, and financial information.
- Work Monday to Friday, 8:00 AM–12:00 PM, for 20 hours per week.
Responsibilities
- Monitor and triage shared client emails, phone calls, and service requests.
- Respond to routine client questions using approved procedures and escalation rules.
- Collect documentation for policy-service requests and follow up with clients, carriers, and underwriters.
- Process certificates of insurance, endorsements, policy changes, renewals, and related documentation within applicable licensing boundaries.
- Add policies, complete routine invoicing, and maintain accurate policy and client information in EZLynx.
- Prepare requests for underwriters, carriers, and internal processing teams.
- Identify stalled requests and missing documentation, and escalate coverage questions or activities requiring an insurance license.
- Provide daily reports on completed work, pending requests, missing information, and escalated matters.
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