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Insurance Virtual Assistant

Job Overview

Location

Egypt

Job Type

Contract

Category

Product Management

Date Posted

June 4, 2026

Full Job Description

đź“‹ Description

  • • Serve as a core operational support resource for a U.S.-based insurance agency, managing administrative, client-facing, and policy-related tasks to ensure seamless agency operations
  • • Handle inbound and outbound client communications via phone, email, and SMS, providing professional and responsive support while routing complex inquiries to appropriate team members
  • • Perform accurate data entry and maintain up-to-date client and policy records within the agency’s systems, ensuring compliance and data integrity
  • • Issue Certificates of Insurance (COIs) promptly and accurately upon client request, adhering to agency protocols and regulatory standards
  • • Send insurance applications, policy documents, and other materials to clients using DocuSign or similar e-signature platforms
  • • Manage billing-related tasks including sending proof of insurance, resolving minor billing discrepancies, and ensuring timely payment processing
  • • Conduct policy endorsements and reviews to verify accuracy, completeness, and compliance with underwriting guidelines
  • • Support end-to-end policy documentation workflows to guarantee timely processing and client satisfaction
  • • Maintain a high standard of accuracy across all administrative outputs, particularly when handling sensitive client and policy information
  • • Work independently in a fully remote environment with minimal supervision, demonstrating proactive problem-solving and self-direction
  • • Operate reliably during U.S. Eastern Standard Time business hours (9 AM – 5 PM EST) to align with client and team schedules
  • • Collaborate directly with the agency team to uphold operational efficiency and deliver an exceptional client experience
  • • Utilize Applied EPIC system extensively for policy management, client records, and workflow tracking
  • • Manage high volumes of repetitive administrative tasks with consistent precision and attention to detail
  • • Ensure all client communications reflect the agency’s professional standards and commitment to service excellence
  • • Maintain confidentiality and data security in handling sensitive insurance documentation and client information
  • • Adapt quickly to evolving agency workflows and client needs with minimal ramp-up time

🎯 Requirements

  • • Minimum 2–3 years of prior experience working within an insurance agency environment
  • • Hands-on experience with Applied EPIC is highly preferred
  • • Fluency in Russian is a must-have requirement for this role
  • • Demonstrated experience handling insurance documentation including COIs, endorsements, and policy reviews
  • • Prior experience with DocuSign or similar e-signature platforms
  • • Ability to work reliably during U.S. Eastern Time business hours (9 AM – 5 PM EST)

🏖️ Benefits

  • • Fully remote work from home with flexible location within LATAM, Africa, or Eastern Europe
  • • Consistent full-time hours with a stable long-term engagement
  • • Opportunity to work directly with a well-established U.S. insurance agency
  • • Supportive remote team environment with direct impact on client satisfaction and operational accuracy

Skills & Technologies

Remote

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About Scale Army

Scale Army Careers is a remote-talent marketplace that sources, vets and places top sales, marketing and technical professionals across Latin America and Africa into full-time roles with high-growth U.S. companies. Operating under the same umbrella as Scale Army, the platform pairs candidates with vetted 40-hour-per-week engagements, provides onboarding guidance, monthly check-ins and equipment stipends, and channels consistently strong performers into progressively higher-impact opportunities to build long-term, dollar-based careers.

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