Overview:
We are seeking a highly experienced Insurance Operations Virtual Assistant to support a fast-paced payroll company with complex workers’ compensation insurance workflows. This role is hands-on and operational, requiring prior insurance experience, deep familiarity with U.S. payroll processes, and excellent communication skills. The ideal candidate will take ownership of day-to-day insurance tasks, reduce operational bottlenecks, and proactively manage audits, policy servicing, and internal coordination.
Key Responsibilities:
- Process workers’ compensation insurance proposals, policy binding, endorsements, and renewals
- Manage workers’ comp audits, including documentation collection, payroll validation, and carrier communication
- Coordinate closely with payroll teams to ensure accurate insurance reporting and compliance
- Use EZLynx (EZLinks) to manage quotes, submissions, and policy data
- Handle inbound and outbound communication with clients, carriers, and internal stakeholders
- Track deadlines, follow up on outstanding items, and proactively flag issues before they escalate
- Maintain clear documentation and follow established SOPs, while suggesting improvements when needed
Strict Requirements (Non-Negotiable):
Candidates must meet all of the following criteria:
- Hands-on experience with Workers’ Compensation Insurance
- Strong understanding of U.S. payroll processes, including payroll reporting and audit support
- Proven EZLynx (EZLinks) expertise
- Top-tier English accent suitable for frequent communication with U.S.-based clients and partners
- Minimum of 2 years of experience in the insurance industry (workers’ comp or closely related lines preferred)
Preferred Qualifications:
- Experience working with payroll companies or PEO environments
- Prior exposure to high-volume or audit-heavy insurance workflows
- Strong organizational and task-prioritization skills
- Ability to work independently with minimal supervision
- Comfortable in fast-paced, deadline-driven environments
Success Metrics (First 30–60 Days):
- Independently manages day-to-day insurance tasks with minimal follow-up
- Workers’ comp audits and policy servicing are handled accurately and on time
- Clear workflows and documentation are maintained and improved where needed
- Noticeable reduction in backlog and operational stress for internal teams
- Proactive communication—issues are flagged early with proposed solutions
Work Setup:
- Remote
- 40 hours/week (Monday–Friday, 9:00 AM–5:00 PM EST)
- Flexibility: Up to 45 hours/week with prior approval
