insurance Virtual Assistant (ph)StratifyIQ

We're looking for a detail-oriented and experienced Insurance Virtual Assistant to provide essential back-office support to our U.S. insurance clients. This role is key in maintaining accurate records, ensuring compliance, and keeping day-to-day operations running smoothly. The ideal candidate has hands-on insurance experience, thrives in a fast-paced environment, and brings strong organizational and problem-solving skills to the team.Key ResponsibilitiesCertificate Processing: Accurately prepare, issue, and update insurance certificates in a timely manner.Attachment Management: Review, manage, and correctly route unrouted attachments within agency management systems.Download Processing: Process carrier downloads to ensure policies and endorsements are properly matched and recorded.Document Retrieval: Access and retrieve policy documents, endorsements, and notices directly from carrier portals.Cancellation Notices: Monitor and process Notices of Cancellation (NOCs), update records, and escalate when needed.Data Entry & Accuracy: Maintain precise, compliant records across multiple systems.Collaboration: Partner with internal teams to resolve discrepancies and complete tasks efficiently.General Administration: Support other insurance back-office tasks as assigned.QualificationsMinimum 3 years of insurance industry experience (agency, brokerage, or carrier support preferred).Strong knowledge of policy documentation, processing workflows, and compliance requirements.Familiarity with agency management systems such as Vertafore, Applied Epic, HawkSoft, Bridge, or Magellan.High attention to detail, accuracy, and confidentiality in handling client data.Strong organizational and time-management skills.Ability to work independently in a remote setting while supporting a U.S. team.Proficiency in English (written and verbal); bilingual skills are a plus.What We OfferOpportunity to collaborate with a U.S.-based insurance team.Structured workflows, onboarding, and training for success.Long-term growth potential for high-performing candidates.Professional remote setup requirements: stable internet (150+ Mbps), noise-canceling headset, quiet workspace, and dual monitors preferred.
StratifyIQ

Pasig City, Metro Manila
Permanent
Full-time