Virtual Assistant – Insurance Renewals

About the role

Edge is seeking a Virtual Assistant to manage insurance policy renewals for our healthcare clients. The role involves coordinating with carriers, updating systems, and ensuring timely, accurate renewal processes.

Key responsibilities

• Manage all renewals within NowCerts and Guidelight, initiating them 60–90 days before expiration.
• Review policies for payments, audits, and outstanding requirements and flag premium increases over 5% for tier A‑C accounts.
• Contact insureds 60 days prior to renewal to verify exposures, payroll, sales, vehicles, equipment and operations.
• Prepare ACORD applications, COIs, endorsements, vehicle and equipment updates, and ensure carrier quotes match updated account details.
• Update carriers and internal systems with all account changes, maintaining accurate notes and documentation.
• Track client interactions, resolve schedule discrepancies, and support re‑quoting when needed.

Required profile

• Bachelor’s degree in Administration or equivalent.
• Minimum 2 years of U.S. insurance experience or a similar field.
• Proficiency with Google Workspace, Microsoft Office and Zoom.
• Reliable 100 Mbps fiber internet connection.
• Familiarity with insurance terminology and renewal protocols.

Required skills

• Google Workspace
• Microsoft Office
• Zoom
• NowCerts
• Guidelight
• ACORD applications

What we offer

• Join a global community that values your expertise.
• Work on projects that have a direct impact on healthcare.
• Clear career growth and development pathways.