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Insurance VA

Office Beacon (Philippines) Inc

Clark Freeport ZoneFound 9 days agoIndeed

Setup
On-site
Type
Full-time
Level
Mid-level
Salary
Not listed
Closes
Open

Skills mentioned

Customer ServiceSalesVirtual AssistanceInsuranceCommunication
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About the role

  • This job has expired on Indeed
  • Reasons could include: the employer is not accepting applications, is not actively hiring, or is reviewing applications
  • Insurance VA - EZLynx
  • Office Beacon (Philippines) Inc-Inc?campaignid=mobvjcmp&from=mobviewjob&tk=1k2lm2u7ngorc800&fromjk=ce4f55913512ca38)

·

4.0

Clark Freeport Zone

Permanent, Full-time

Full job description

About the Role

We're looking for an experienced Insurance Virtual Assistant to support a U.S.-based insurance agency with policy servicing, quoting, renewals, and customer support. You'll work extensively within the EZLynx Agency Management System to prepare quotes, process policy changes, issue certificates, and ensure accurate policy documentation. This role requires exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities while delivering outstanding client service.

Responsibilities

  • Prepare insurance quotes using EZLynx.
  • Create quote summaries and insurance proposals for clients.
  • Compare coverage options and assist with policy recommendations.
  • Review policies to ensure accurate coverage, limits, and customer information.
  • Process policy endorsements and policy change requests.
  • Handle mortgagee additions, removals, and updates.
  • Generate and issue Certificates of Insurance (COIs).
  • Manage policy renewals and coordinate renewal reviews with clients.
  • Remarket policies to obtain competitive coverage and pricing.
  • Conduct follow-ups regarding quotes, renewals, and policy servicing.
  • Respond to client inquiries via phone and email.
  • Maintain accurate policy documentation within EZLynx.
  • Utilize EZLynx automation tools for reminders and workflow management.
  • Keep client records organized and up to date.
  • Provide administrative support to the insurance team.

Qualifications

  • Previous experience supporting a U.S. insurance agency or insurance account management is preferred.
  • Hands-on experience using EZLynx or a similar Agency Management System is highly preferred.
  • Experience with quoting, policy servicing, endorsements, renewals, and Certificates of Insurance.
  • Strong attention to detail with the ability to maintain accurate policy documentation.
  • Excellent verbal and written English communication skills.
  • Strong organizational and multitasking abilities in a fast-paced environment.
  • Must be comfortable working a night shift to support U.S.-based clients and align with their business hours.
  • Reliable internet connection and a professional remote work environment.
  • Must be willing to work onsite (Clark, Pampanga).
  • Work Location: In person
  • Company and salary information
  • Review for Office Beacon (Philippines) Inc-Inc/reviews)
  • Review for Office Beacon (Philippines) Inc, Clark Freeport Zone, P03-Inc/reviews?fcountry=PH&floc=Clark+Freeport+Zone%2C+P03)
  • Review for Insurance VA - EZLynx at Office Beacon (Philippines) Inc-Inc/reviews?fjobtitle=Insurance+VA+-+EZLynx&fcountry=PH)

Review for Insurance VA - EZLynx at Office Beacon (Philippines) Inc, Clark Freeport Zone, P03-Inc/reviews?fjobtitle=Insurance+VA+-+EZLynx&fcountry=PH&floc=Clark+Freeport+Zone%2C+P03)

  • Salaries for Office Beacon (Philippines) Inc-Inc/salaries)
  • Salaries for Office Beacon (Philippines) Inc, Clark Freeport Zone, P03-Inc/salaries?location=PH%2FP03%2FClark+Freeport+Zone)
  • Salaries for Insurance VA - EZLynx at Office Beacon (Philippines) Inc-Inc/salaries/Insurance+VA+-+EZLynx)
  • Salaries for Insurance VA - EZLynx at Office Beacon (Philippines) Inc, Clark Freeport Zone, P03-Inc/salaries/Insurance+VA+-+EZLynx/Clark+Freeport+Zone%2C+P03)
  • Salaries for Insurance VA - EZLynx
  • Salaries for Insurance VA - EZLynx, Clark Freeport Zone, P03
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Sourced from Indeed · posted 9 days ago · you apply on the original site