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Virtual Insurance Assistant

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

College graduate preferred, or 2 years of relevant experience accepted., 3-5 years of executive assistant or related work experience is a plus., Exceptional oral and written communication skills with strong attention to detail., Proficient in Microsoft Office Suite and open to learning new tasks..

Key responsabilities:

  • Process Certificates of Insurance and Evidence of Insurance forms for clients.
  • Support agents by managing policy endorsements and processing renewal requests.
  • Perform online rating and quoting for new business opportunities identified by agents.
  • Follow up on insurance company requests and manage underwriting information efficiently.

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Job description

Job Title: Virtual Insurance Assistant

Company: GOTEAM

Location and Workplace: Work From Home, Philippines

Salary: Up to PHP 40,000 depending on experience

Shift Schedule: Night Shift

Summary: The Virtual Insurance Assistant is responsible for processing insurance documents, supporting agents, managing policy endorsements, and ensuring that customer needs are met in a fast-paced environment.


About the Job

Key Duties:

  • Process Certificates of Insurance and Evidence of Insurance forms and send them to financial institutions/recipients as requested.
  • Receive policy change endorsement requests from agents and quote/process them to support agents in the office.
  • Handle renewal processing for accounts by delivering policies electronically to insured clients.
  • Perform online rating, quoting/re-quoting existing and new business opportunities identified by on-site agents.
  • Follow up on insurance company requests to clients and manage underwriting information requests efficiently.

Skills and Experience

Essential Skills:

  • College graduate preferred (2 years experience accepted).
  • 3-5 years of executive assistant or related work experience (a plus but not required).
  • Professional demeanor and behavior.
  • Highly organized with the ability to multitask and handle changing priorities.
  • Exceptional oral and written communication skills.
  • Strong attention to detail and ability to resolve problems in a timely manner.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Open to learning new tasks in a fast-paced environment.

Qualifications:

  • Previous insurance experience is mandatory (a plus but not required).


Your Benefits:

  • We don’t just give you a laptop, we give you an extra monitor—because two screens are better than one.
  • You’ll get HMO coverage from day one—not just for you, but also for a dependent (yup, private room benefits included).
  • Ever needed legal or financial advice? Well, now you and your family can access it—on us.
  • Salary finance platform for personal loans, because we’re here to help you, even with the tough stuff.
  • P1,000,000 life insurance coverage—because we’ve got your back.
  • Leave credits above industry standards, including additional client-specific leave entitlements.
  • The little things? We’ve got you covered: welcome gift, monthly lunch with CEO updates, talent nights, gratitude celebrations, and more.
  • And yes, how does a trip for two to Bali sound? Referral bonuses can take you there.

Your Family’s Benefits:

  • Mental health support for your family, 24/7, because we care about them too.
  • Preventive care like health education, diet counseling, and wellness sessions—available for four family members.
  • Free telemedicine for your family, because we know life doesn’t wait for appointments.
  • Personal invites to family events, with prizes up for grabs—because life is about more than just work.


About Us

Company Name: GOTEAM

Achievements:

  • Consistently raising the bar in employee engagement with an 85% score, significantly higher than industry averages.
  • Certified as a Great Place to Work for four years running.
  • Over 1,000 employees strong, with no plans to hit the brakes anytime soon.

Culture:

At GOTEAM, innovation isn’t just part of the job—it’s the job. We celebrate diversity, thrive on global perspectives, and create an environment where personal and professional growth isn’t a perk—it’s the norm.

Mission:

Our mission is bold and simple: provide 100,000 people with free AI certification through the Vjal Institute, fueling the future of innovation.

Location:

Headquartered in the Philippines, with ambitious plans to expand globally by 2025.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Detail Oriented
  • Multitasking
  • Microsoft Office
  • Non-Verbal Communication
  • Organizational Skills
  • Problem Solving

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