Moder
Virtual Insurance Assistant | U.S.-Based Insurance Brokerage š Remote | Philippines š¼ Full-Time About The Role We are seeking a detail-oriented and highly organized Virtual Insurance Assistant based in the Philippines to support a U.S.-based insurance brokerage with a variety of administrative, policy processing, and back-office insurance tasks. This role is ideal for Virtual Assistants with experience in the US insurance industry who are comfortable managing documentation, updating policy information, processing insurance transactions, and supporting brokers with day-to-day operational activities. You will play an important behind-the-scenes role by helping keep the agency organized, accurate, and running efficiently. Key Responsibilities Administrative & Insurance Support Maintain and update client and policy information within agency systems Process policy changes, endorsements, renewals, cancellations, and related transactions Organize, upload, download, and manage insurance documents Assist with applications, certificates, and other insurance-related paperwork Maintain accurate electronic records and files Broker Support Assist brokers and agency staff with administrative tasks Follow up on outstanding documentation, signatures, and policy requirements Support renewal preparation and policy research Prepare information for client and carrier communications Help ensure the broker's book of business remains accurate and up to date Data Entry & Quality Control Enter information accurately across multiple systems Review records for completeness and accuracy Identify and resolve data discrepancies Follow agency workflows, procedures, and security standards Maintain confidentiality of client and business information Qualifications Required ā 2+ years of experience in insurance, insurance administration, or a related support role ā Excellent written and verbal English communication skills ā Strong administrative, organizational, and data-entry skills ā Exceptional attention to detail and accuracy ā Ability to manage multiple tasks and systems simultaneously ā Ability to work independently in a remote environment ā Reliable internet connection and dedicated work-from-home setup Preferred ā Experience supporting a U.S.-based insurance agency or brokerage ā Familiarity with Property & Casualty (P&C) insurance ā Experience processing renewals, endorsements, policy changes, and certificates ā Experience with insurance agency management systems ā Experience using Farmers Insurance systems/software Ideal Candidate We're looking for a Virtual Assistant who understands the importance of accuracy, urgency, confidentiality, and attention to detail in the insurance industry. If you have experience supporting a U.S. insurance agency and enjoy handling administrative and back-office responsibilities that help brokers focus on serving clients and growing their business, we'd love to hear from you.
Moder
