Insurance Virtual Assistant – Health & Benefits

Join our growing team supporting a U.S.-based insurance agency specializing in Health & Benefits. As an Insurance Virtual Assistant, you'll play a vital role in maintaining accurate client records, processing enrollments and policy changes, preparing quotes and proposals, and coordinating with insurance carriers. This role is ideal for someone who thrives in a detail-oriented, fast-paced environment and enjoys supporting clients through efficient back-office operations.

Responsibilities

• Process employee enrollments and terminations through carrier portals.
• Handle policy and member change requests accurately and promptly.
• Conduct follow-ups with carriers regarding pending requests and policy updates.
• Update client and policy information in Health Connect.
• Maintain accurate records in Zywave Brokerage

Builder.

• Prepare insurance quotes using Perfect Quote.
• Create professional insurance proposals.
• Communicate with insurance carriers via email regarding policy updates and requests.
• Ensure all documentation is accurate, complete, and processed within service deadlines.
• Collaborate with internal team members to support daily operations during peak enrollment periods.

Qualifications

• At least 1 year of experience supporting a U.S. insurance agency or insurance back-office operations.
• Experience processing enrollments, terminations, or policy changes.
• Familiarity with carrier portals and insurance documentation.
• Experience preparing insurance quotes and proposals is highly preferred.
• Strong attention to detail with excellent organizational skills.
• Proficient in Microsoft Outlook, Teams, Excel, and Adobe Acrobat.
• Experience using Health Connect, Zywave Brokerage

Builder, Perfect Quote, or similar insurance management systems is an advantage.

• Excellent written English communication skills for carrier correspondence.
• Able to manage multiple priorities in a fast-paced environment.
• Must be willing to work onsite (Clark, Pampanga)

Night Shift Requirement

This is a permanent night shift position supporting U.S.-based clients. Applicants must be willing and able to work during U.S. business hours, including peak enrollment seasons when workloads may increase.

Work Location: In person