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Virtual Champs Global, Inc

Commercial Insurance Admin – Customer Service

Virtual Champs Global, Inc

Virtual Assistant managing commercial insurance customer service with COI management and client communication. Assisting with policy servicing and operational excellence in insurance.

Posted 4/28/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Prepare, issue, revise, and manage ACORD 25 Certificates of Insurance based on specific contract requirements
  • Review insurance requests to identify discrepancies in coverage, limits, or endorsement language
  • Process and track policy endorsements, including CG 20 10, CG 20 37, AI/WOS, PNC, and 30-Day Notice of Cancellation
  • Assist with policy changes, updates, and servicing across multiple commercial lines
  • Respond to client inquiries via email and phone with professionalism and a customer-first mindset
  • Handle client correspondence related to policy servicing, documentation updates, and compliance requirements
  • Manage workflows and maintain accurate client records using Salesforce Lightning or similar agency management systems
  • Track tasks, service requests, and communications to ensure timely completion
  • Collaborate with internal teams to ensure smooth policy servicing and high client satisfaction
  • Maintain organized and detailed documentation of client interactions and policy changes

Requirements

What you’ll need
  • Prior experience in commercial insurance customer service (agency or brokerage experience preferred)
  • Strong understanding of commercial insurance policies, endorsements, and insurance terminology
  • Proven experience preparing and issuing Certificates of Insurance
  • Familiarity with Salesforce Lightning or comparable CRM platforms is a strong plus
  • Excellent written and verbal communication skills
  • High attention to detail with strong organizational and time-management skills
  • Ability to manage multiple requests and deadlines in a fast-paced environment

Benefits

Comp & perks
  • Certificate of Insurance (COI) Management
  • Policy & Endorsement Support
  • Commercial Insurance Expertise
  • Client Communication & Service
  • Systems & Workflow Management
  • Operational Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
ACORD 25 Certificates of Insurancepolicy endorsementsCG 20 10CG 20 37AI/WOSPNC30-Day Notice of Cancellationcommercial insurance policiesinsurance terminologyCertificates of Insurance preparation
Soft Skills
customer-first mindsetprofessionalismwritten communicationverbal communicationattention to detailorganizational skillstime-management skillsability to manage multiple requestscollaborationclient satisfaction