Hire a verified Filipino insurance virtual assistant
Every candidate's ID is checked by hand by our team.
An insurance virtual assistant supports an agency or insurance team with policy and client administration, keeping applications, renewals, and service requests organized. Duties may include preparing ACORD forms, updating an agency management system, assisting with prior authorization workflows where applicable, and routing coverage questions to licensed staff.
What it costs
Pay depends on the role, the experience you need and the hours. Most employers set a monthly rate in USD and agree it directly with the person they hire. Post a job for free, compare applications, and pick the rate that fits the work.
Skills to look for
- Applied Epic or similar agency management software
- ACORD forms and application data
- Insurance terminology and policy records
- Prior authorization workflow support
- Renewal tracking and client follow-up
- Coverage-question routing and careful documentation
Ready-to-post job description
Job description template
We need an insurance virtual assistant to support agency administration and keep policy-related records and client follow-up organized. The role uses our systems and procedures, with coverage or regulated questions routed to the appropriate licensed team member.
What you will do
- Update client and policy records in the agency management system.
- Prepare application and ACORD form information for review.
- Track renewals, documents, and outstanding service requests.
- Assist with assigned prior authorization workflow steps.
- Route coverage questions and exceptions to licensed staff.
What we are looking for
- Experience in insurance administration or agency support.
- Familiarity with insurance terminology and policy records.
- Experience with Applied Epic or a similar agency management system.
- Careful data handling and clear client communication.
- Understanding of role boundaries and escalation procedures.
Hours: [your schedule and required time-zone overlap]
Pay: [your monthly rate in USD]
Interview questions to ask
- 1.Which agency management systems and insurance lines have you supported?
- 2.What information do you check when preparing ACORD forms?
- 3.How do you handle a client asking you to interpret coverage?
- 4.Describe your experience with prior authorization workflows.
- 5.How do you track renewals and outstanding policy documents?
How it works
- Step 1
Post a job for free
Describe the role in a few minutes. Our team checks the first one before it goes live.
- Step 2
Get applications from verified candidates
People who passed ID verification apply, so you know who you are talking to.
- Step 3
Hire
Interview, agree the rate and the hours, and start. No placement fee.
Frequently asked questions
Does an insurance virtual assistant need a license?
Licensing requirements depend on the duties and jurisdiction. Administrative support is distinct from activities that may require a license, so define the work carefully and confirm applicable rules with your compliance or licensing lead.
Can an assistant answer coverage questions?
An assistant can route inquiries, collect relevant details, and share approved administrative information. Set boundaries for coverage interpretation, recommendations, or other regulated activities, and identify the licensed staff member who handles those requests.
Which time zones can the role cover?
Candidates in the Philippines work US, Australian, UK or European business hours, and each job post says the schedule. Agree the daily overlap before you hire, and remember the clock shifts when the US or Europe changes its time.
How do I pay someone abroad?
Most employers pay by Wise, Payoneer or a bank transfer. Agree the method, the rate and the payment dates before work starts, and keep the invoices for your own records.
Is this person my employee or my contractor?
Most people hired abroad work as independent contractors: you pay an agreed rate and they handle their own taxes and benefits. If you want an employment relationship, check the rules where you are hiring from or use an employer of record.
Does WorkNow charge a placement fee?
No. You can post a job for free, and our team reviews the first one before it goes live. You are never charged a percentage of the salary.
Post a job for free
Tell us what an insurance virtual assistant needs to do, and start receiving applications.