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Virtual Assistant – Claims Disputes & Estimating Specialist
Winning Assistants LLC. Our client is a roofing company located in Maryland and Virginia in the United States.
About the role
Key responsibilities & impact- Our client is a roofing company located in Maryland and Virginia in the United States.
- They are seeking a highly detail-oriented and persistent Virtual Assistant to manage insurance claim disputes, estimating, and supplement processes.
- This role is critical to maximizing revenue by ensuring claim disputes are properly handled and supplements are approved and paid by insurance carriers.
- You will be responsible for reviewing denied and partial homeowners insurance claims, creating claim rebuttal packets, and aggressively following up with adjusters to secure approvals.
- Analyze insurance claim reports
- Determine basis for full roof replacement argument
- Prepare documentation and send to insurance adjuster
- Create detailed justifications with photos, documentation, and code references
- Handle back-and-forth negotiations with insurance adjusters
- Reopen denied or partially approved claims when necessary
- Call and email insurance adjusters to confirm receipt of documents
- Push approvals forward
- Escalate when needed (supervisors, managers)
- Keep all claim notes organized and up to date in CRM (JobNimbus or similar)
- Track claim status: submitted, pending, approved, denied
- Ensure all documentation is uploaded and accessible
- Supplement approval rate (% approved vs submitted)
- Average days to supplement approval
- Revenue recovered per job (supplement dollars)
- Number of claims actively managed
Requirements
What you’ll need- Experience with insurance claims, roofing, or construction estimating
- Experience with CRM such as Job Nimbus and Acculynx
- Strong knowledge of supplementing and dispute processes
- Experience using Xactimate (preferred)
- Excellent written and verbal English communication
- Strong negotiation and persistence skills
- Highly detail-oriented and organized
- 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)
- No other clients during required work hours
- **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
Benefits
Comp & perks- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance claimsroofing estimatingdispute processesXactimatedocumentation preparationclaim rebuttalnegotiationCRM managementclaim analysissupplement approval
Soft Skills
detail-orientedpersistenceorganizationcommunicationnegotiation skills
Certifications
NBI clearanceLocal Police Clearance