Insurance Admin Assistant fixed price

WeAssist.io HQ: Manila, NCR, Philippines Remote job Nov 25

Hiring: Full-time Insurance Admin Assistant - Remote - $9,600 - $14,400/yr

About the Client

Independent Insurance Agency – Offers tailored life insurance through top carriers with a client-first approach.
Smooth, Start-to-Finish Process – Guides clients through every step, from application to approval.
Life, Disability & Annuities – Specializes in custom insurance solutions that support long-term financial goals.
High Standards, No Hand-Holding – Fast-paced, detail-focused, and built on trust—not micromanagement.
Clear, Honest Communication – Values transparency, accountability, and proactive follow-through.

Qualifications:

Exceptional Attention to Detail – You catch the small stuff others miss—typos, inconsistencies, and gaps in process.
Strong Language & Proofreading Skills – Clear, professional communication and error-free writing are second nature to you.
Critical Thinker & Problem Solver – You don’t just follow checklists—you improve them. You take initiative, troubleshoot without hand-holding, and streamline as you go.
Insurance Industry Familiarity – You understand the flow of life insurance processes and can speak the language of applications, underwriting, and approvals.

Responsibilities of the Insurance Admin Assistant:

Client Workflow & Application Tracking

You’ll guide each client through the insurance process from submission to approval—ensuring nothing falls through the cracks
Monitor the full lifecycle of client applications, from submission to final policy activation
Send timely reminders to clients for required steps, such as completing health questionnaires and scheduling medical exams
Respond quickly to underwriter requests by gathering necessary documentation or clarifying health-related questions from clients
Proactively update clients on their application status with weekly check-ins—no client should feel in the dark
Manage the shared support inbox, ensuring all inquiries are addressed
Notify clients when their policy is approved, guide them to formally accept it, and send a follow-up when it becomes active
Coordinate between clients and the back office to ensure smooth application flow and compliance with insurance provider requests

Lead Intake & CRM Management

Keeping the CRM organized and client records accurate and up to date
Accurately input and update all relevant client data into the CRM (ActiveCampaign), including personal and medical information such as height, weight, and medications
Maintain precise lead status tracking to reflect where each client is in the pipeline
Ensure all interactions, updates, and milestones are properly logged in the CRM or internal tracking systems.
Note: This role does not involve lead generation—your focus is on backend organization and meticulous data management

Relationship & Communication Management

You’ll be the bridge between clients, underwriters, and the internal team—ensuring every touchpoint builds trust and clarity
Maintain client relationships through empathetic, timely, and professional communication
Handle all follow-ups with warmth and consistency—so clients feel cared for and never have to ask for updates
Ensure clear communication across all stakeholders, including underwriters and internal team members, to keep processes flowing

Ad Hoc Operational Support

You’ll jump in where needed and proactively spot areas to improve
Answer incoming lead calls (2–3 times per week when the founder is unavailable), gather relevant information, and ask health-related intake questions; ensure clients know what to expect next
Manage delegated email tasks—responding or taking action on items forwarded by the founder
Identify and resolve operational inefficiencies—whether it’s fixing a broken process, creating a checklist, or suggesting a better tool—without needing to be asked

Perks:

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Miscellaneous

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Compensation