Insurance Virtual Assistant – Health & Benefits

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