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 ins...