PH Virtual Assistant (U.S. Insurance Brokerage)

Virtual Insurance Assistant | U.S.-Based Insurance Brokerage

Remote | Philippines

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

2+ years of experience in insurance, insurance administration, or a related support role

Excellent written and verbal English communication skills

Strong administrative, organizational, and data-entry skills

Exceptional attention to detail and accuracy

Ability to manage multiple tasks and systems simultaneously

Ability to work independently in a remote environment

Reliable internet connection and dedicated work-from-home setup

Preferred

Experience supporting a U.S.-based insurance agency or brokerage

Familiarity with Property & Casualty (P&C) insurance

Experience processing renewals, endorsements, policy changes, and certificates

Experience with insurance agency management systems

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.