[Hiring] Part Time Insurance Virtual Assistant @Wing Assistant

Role Description

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.

We are looking for a Part-Time Insurance Virtual Assistant to start immediately!

Duties and Responsibilities include but are not limited to:

• Client Communication & Service Support
  • Monitor and triage shared client emails, phone calls, and service requests.
  • Respond to routine client questions using the agency's approved procedures and escalation rules.
  • Collect information and documentation required for policy-service requests.
  • Follow up with clients, carriers, and underwriters regarding missing information and pending requests.
  • Provide agency-wide administrative coverage when any broker is traveling or unavailable.
• Policy Processing & Administration
  • Process certificates of insurance through the agency's established workflow.
  • Support endorsements, policy changes, renewals, and related documentation within applicable licensing boundaries.
  • Add new policies and maintain accurate policy and client information in EZLynx.
  • Complete invoicing and other routine servicing activities in EZLynx.
  • Prepare and send requests to underwriters, carriers, and internal processing teams.
  • Maintain accurate notes, activities, statuses, and documents in EZLynx.
• Workflow Management & Reporting
  • Identify stalled requests, missing documentation, and items requiring broker involvement.
  • Escalate coverage questions, complex situations, and activities requiring an insurance license.
  • Provide a daily report covering completed work, pending requests, missing information, and escalated matters.
  • Assist with additional administrative or policy-servicing tasks assigned by agency leadership.

Qualifications

• Approximately five or more years of relevant insurance-support experience preferred.
• Prior experience supporting an insurance agency.
• Practical knowledge of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow-up.
• Strong EZLynx experience preferred.
• Ability to add policies, process routine invoicing, communicate with underwriters, and maintain accurate system records.
• Requires training on agency-specific procedures rather than insurance fundamentals.
• Capable of independently communicating with clients, carriers, underwriters, and processing teams.
• Highly organized, dependable, proactive, and detail-oriented.
• Able to recognize when tasks can be completed independently and when escalation is required.
• Comfortable supporting multiple brokers through a shared priority system.
• Interested in potentially expanding from part-time to full-time.
• Experience handling confidential client, policy, and financial information.

Requirements

• USB Headset with noise-cancellation feature.
• Working Webcam.
• Computer with at least 1.8 GHz processor and at least 4GB RAM.
• Main Internet Service Speed: at least 25 Mbps cable connection.
• Backup Internet Service Speed: at least 10 Mbps.

Benefits

• Performance Incentives.
• Job Security and Stability.
• Paid Training.
• Inclusive Culture.
• Upskilling Opportunities.
• 100% Work-From-Home.
• Exceptionally Supportive Team.
• Opportunities for Career Growth.
• Fun Work Environment.
• Holiday & Overtime Pay.

Schedule

• Monday to Friday, 8:00 AM - 12:00 PM.

Location

• 100% Remote/WFH Setup.

Salary Package

• PHP 31,500/month + HMO.

Start Date

• ASAP.

Employment Type

• Part-Time (20 hours per week).

Please note:

• Only qualified candidates will be invited to take the assessment & scheduled for an interview.
• We have other vacancies that might interest your friends & colleagues. They can check us out at our Jobs Website.
• You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.