Medical Virtual Assistant - Customer Care Insurance Admin

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.

• 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.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, trainings, or allowances listed are optional contractor perks and not employee benefits.