Insurance Virtual Assistant

Office Beacon LLC · Clark Freeport and Special Economic Zone, Central Luzon, Philippines

Location
Clark Freeport and Special Economic Zone
Job Type
Full-time
Posted
June 18, 2026

Job Description

About the Role

We are seeking a highly organized and proactive insurance operations professional to provide strategic back-office and administrative support for a fast-paced insurance team. This role combines policy servicing, renewal coordination, CRM management, lender inquiry support, and workflow optimization.


The ideal candidate is systems-oriented, detail-focused, and comfortable managing insurance processes across personal and commercial lines. Experience with agency management systems and insurance operations is essential.


Responsibilities

  • Maintain accurate client records, documents, and communications within agency management systems.
  • Support policy renewals, endorsements, cancellations, reinstatements, and account servicing workflows.
  • Process certificates of insurance (COIs), auto ID cards, lender requests, and mortgage change requests.
  • Assist with quoting, ACORD pr...

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