job description
Join CoverDesk Philippines Inc as an Office-Based Virtual Assistant and become a vital part of our team supporting US-based insurance agencies. This role offers a unique opportunity to work in a dynamic, office-based environment in beautiful Bali while providing exceptional administrative and customer service support to our international clients.
As a Virtual Assistant, you will handle a variety of tasks, from managing client communications to processing insurance-related documentation. Your role will be crucial in ensuring smooth operations for our US partners, making this an ideal position for detail-oriented professionals who thrive in structured yet fast-paced settings.
Enjoy the benefits of a full-time, office-based role in Bali with competitive compensation, professional growth opportunities, and the chance to work with a global team. If you have a passion for administration, customer service, and the insurance industry, we’d love to hear from you!
Responsibility
- Provide professional customer service to US-based insurance clients via email, phone, and chat.
- Manage and organize administrative tasks, including data entry, document processing, and file management.
- Assist with insurance policy inquiries, claims support, and general client account management.
- Coordinate schedules, appointments, and follow-ups for insurance agents and clients.
- Handle basic bookkeeping, invoicing, and expense tracking as needed.
- Prepare reports, presentations, and correspondence for internal and external stakeholders.
- Ensure compliance with company policies and US insurance industry regulations.
- Collaborate with team members to streamline processes and improve efficiency.
Qualifications
- Minimum of 1-2 years of experience in administrative support, customer service, or virtual assistance.
- Excellent written and verbal communication skills in English (neutral accent preferred).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace.
- Basic understanding of insurance terminology and processes is a plus.
- Strong organizational skills with the ability to multitask and prioritize effectively.
- High attention to detail and problem-solving abilities.
- Reliable internet connection and basic technical troubleshooting skills.
- Willingness to work in an office-based setting in Bali during US business hours if required.