Insurance Sales Assistant

Insurance Sales Assistant

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱25,000 - ₱40,000 / month

Description

The Overseas Virtual Assistant will provide administrative, customer service, and operational support to the personal lines insurance team. This role ensures smooth daily workflow by assisting with policy processing, client communication, documentation management, and follow‑up activities.

The ideal candidate is highly organized, detail-oriented, comfortable working with insurance systems, and able to deliver professional service in a fast‑paced environment.

Key Responsibilities

Closing

• Obtain payment information from the Account Manager.
• Confirm policy effective dates.
• Bind policies for home, auto, umbrella, PAF, and other applicable lines.
• Download RCEs, applications, policies/DEC p...