[Hiring] Virtual Assistant - Claims Disputes & Estimating Specialist @Winning Assistants

Role Description

Our client is a roofing company located in Maryland and Virginia in the United States. They are seeking a highly detail-oriented and persistent Virtual Assistant to manage insurance claim disputes, estimating, and supplement processes. This role is critical to maximizing revenue by ensuring claim disputes are properly handled and supplements are approved and paid by insurance carriers.

You will be responsible for reviewing denied and partial homeowners insurance claims, creating claim rebuttal packets, and aggressively following up with adjusters to secure approvals.

Key Responsibilities:

• Estimating & Scope Review:
  • Analyze insurance claim reports
  • Determine basis for full roof replacement argument
  • Prepare documentation and send to insurance adjuster
• Supplements & Disputes:
  • Create detailed justifications with photos, documentation, and code references
  • Handle back-and-forth negotiations with insurance adjusters
  • Reopen denied or partially approved claims when necessary
• Carrier Communication:
  • Call and email insurance adjusters to confirm receipt of documents
  • Push approvals forward
  • Escalate when needed (supervisors, managers)
  • Maintain urgency and persistence until resolution
• Documentation & CRM Updates:
  • Keep all claim notes organized and up to date in CRM (JobNimbus or similar)
  • Track claim status: submitted, pending, approved, denied
  • Ensure all documentation is uploaded and accessible

Key Metrics (KPIs):

• Supplement approval rate (% approved vs submitted)
• Average days to supplement approval
• Revenue recovered per job (supplement dollars)
• Number of claims actively managed

Qualifications

• Experience with insurance claims, roofing, or construction estimating
• Experience with CRM such as Job Nimbus and Acculynx
• Strong knowledge of supplementing and dispute processes
• Experience using Xactimate (preferred)
• Excellent written and verbal English communication
• Strong negotiation and persistence skills
• Highly detail-oriented and organized

Requirements

• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)
• No other clients during required work hours

Technical Requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.