Insurance VA

We’re seeking a detail-oriented and reliable Insurance Virtual Assistant with hands-on experience using Applied Epic. The ideal candidate will support our customer service operations and be responsible for the accurate creation of insurance certificates and binders. If you’re a self-starter with a passion for client service and a strong grasp of insurance workflows, we’d love to connect.

Key Responsibilities:

• Provide responsive and professional customer service via email and phone
• Create and issue insurance certificates and binders using Applied Epic
• Assist with policy updates, documentation, and client record management
• Ensure timely follow-ups and task tracking within Applied Epic
• Collaborate with team members to support client needs and compliance

✅ Requirements:

• Proven experience as an Insurance VA or in an insurance support role
• Proficiency with Applied Epic (required)
• Knowledge of insurance certificates, binders, and standard procedures
• Strong communication and organizational skills
• High attention to detail and ability to meet deadlines
• Tech-savvy and comfortable with remote collaboration tools