Insurance Virtual Assistant

This is a fully remote position, open to applicants in Egypt.

📋 Description

• Manage inbound and outbound communications via phone, email, and SMS for the agency.

• Assist clients with general inquiries and direct complex issues to the appropriate team members.

• Uphold a high standard of professional and responsive communication across all client interactions.

• Accurately enter data and keep records updated within the agency systems.

• Issue Certificates of Insurance (COIs) upon request.

• Distribute applications and documents to clients using DocuSign.

• Manage billing-related responsibilities, including sending proof of insurance and addressing minor billing discrepancies.

• Conduct endorsement and policy reviews to ensure precision and compliance.

• Facilitate overall workflow to guarantee timely and compliant processing of all policy documentation.

⛳️ Requirements

• A minimum of 2–3 years of prior experience in an insurance agency environment.

• Practical experience with Applied EPIC is strongly preferred.

• Proven track record in handling insurance documentation, including COIs, endorsements, and policy assessments.

• Previous experience with DocuSign or similar e-signature platforms.

• Experience in managing billing tasks and client communications within an agency context.

• Proficiency in Russian is a mandatory requirement for this position.

🏝️ Benefits

• Fully Remote Work

• Flexible Working Hours

• Professional Development Opportunities