Virtual Assistant - Customer Care Insurance Admin (Roofing/Restoration)
Winning Assistants • Philippines
Posted: April 24, 2026
Job Description
Job Title: Medical Virtual Assistant – Customer Care Insurance Admin
Position type: Full-Time
Work hours: 8:00 AM – 5:00 PM (Mountain Daylight Time)
Work days: Monday to Friday
Salary: $5 - $6 per hour depending on experience
Job code: KD-AHLA
Workplace: Remote
Preferred Candidate Location: Philippines
Scope of Work/Responsibilities
About the Company
Our client helps clients navigate the insurance process from claim to settlement with clarity and care. They are a growing company committed to providing top-tier restoration services and unmatched customer support. As they expand, they are looking for proactive and detail-oriented virtual assistants to support their Customer Care Department and be part of their mission to make home recovery seamless.
Role Overview
As a Virtual Assistant – Customer Care Insurance Admin, you will play a vital role in ensuring insurance-related tasks and client progress are managed efficiently within our CRM system. You’ll act as a liaison between insurance companies and our internal teams, helping move projects forward by staying on top of claim statuses and documentation.
Key Responsibilities
- Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
- Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
- Follow up on submitted estimates and invoices to verify receipt and payment progress
- Update CRM records with communications, documents, and status changes
- Move clients through internal workflow stages based on job progress
- Communicate daily with internal team members to provide status updates and flag issues
- Ensure digital job files are well-organized and audit-ready
Experience requirements
- Previous experience in administrative support, insurance coordination, or customer care
- Strong written and verbal communication skills in English
- Comfortable with phone and email communication with insurance reps
- Ability to follow clear SOPs while working independently
- Excellent organizational skills and attention to detail
- Experience using CRMs (Acculynx, Salesforce, or similar tools preferred)
- Proficiency in Google Workspace (Drive, Sheets, Docs, etc.)
- Fast, stable internet and a quiet, professional workspace
Work Environment & Expectations
- Fully remote role with structured daily communication via chat, email, and video calls
- Must be available during U.S. business hours (Mountain Daylight Time)
- High-performance, collaborative team culture with growth opportunities
- Clear career advancement paths for committed and driven individuals
Basic 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)
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.
Additional Content
Job Title: Medical Virtual Assistant – Customer Care Insurance Admin
Position type: Full-Time
Work hours: 8:00 AM – 5:00 PM (Mountain Daylight Time)
Work days: Monday to Friday
Salary: $5 - $6 per hour depending on experience
Job code: KD-AHLA
Workplace: Remote
Preferred Candidate Location: Philippines
Scope of Work/Responsibilities
About the Company
Our client helps clients navigate the insurance process from claim to settlement with clarity and care. They are a growing company committed to providing top-tier restoration services and unmatched customer support. As they expand, they are looking for proactive and detail-oriented virtual assistants to support their Customer Care Department and be part of their mission to make home recovery seamless.
Role Overview
As a Virtual Assistant – Customer Care Insurance Admin, you will play a vital role in ensuring insurance-related tasks and client progress are managed efficiently within our CRM system. You’ll act as a liaison between insurance companies and our internal teams, helping move projects forward by staying on top of claim statuses and documentation.
Key Responsibilities
- Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
- Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
- Follow up on submitted estimates and invoices to verify receipt and payment progress
- Update CRM records with communications, documents, and status changes
- Move clients through internal workflow stages based on job progress
- Communicate daily with internal team members to provide status updates and flag issues
- Ensure digital job files are well-organized and audit-ready
Experience requirements
- Previous experience in administrative support, insurance coordination, or customer care
- Strong written and verbal communication skills in English
- Comfortable with phone and email communication with insurance reps
- Ability to follow clear SOPs while working independently
- Excellent organizational skills and attention to detail
- Experience using CRMs (Acculynx, Salesforce, or similar tools preferred)
- Proficiency in Google Workspace (Drive, Sheets, Docs, etc.)
- Fast, stable internet and a quiet, professional workspace
Work Environment & Expectations
- Fully remote role with structured daily communication via chat, email, and video calls
- Must be available during U.S. business hours (Mountain Daylight Time)
- High-performance, collaborative team culture with growth opportunities
- Clear career advancement paths for committed and driven individuals
Basic 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)
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.