Seasoned Part-Time Insurance Virtual Assistant – Remote Client Support, Policy Administration & Workflow Management

About brighthush

brighthush is a forward‑thinking insurance solutions provider that is reshaping how businesses protect their assets and manage risk. With a global footprint and a reputation for delivering world‑class service, brighthush empowers clients to focus on growth while we handle the complexities of insurance administration. Our culture is built on collaboration, continuous learning, and a relentless commitment to excellence. Whether you’re a seasoned professional or an ambitious newcomer, brighthush offers a dynamic environment where your contributions matter and your career can flourish.

Why Join brighthush?

At brighthush, we believe that great work starts with great people. We invest in our team through comprehensive training, mentorship, and a clear pathway to advancement. As a remote‑first organization, we provide the flexibility you need to balance professional growth with personal life. Our values—integrity, innovation, and inclusivity—guide every decision we make, ensuring that every team member feels respected, heard, and empowered.

Position Overview

The Part‑Time Insurance Virtual Assistant will serve as the frontline of client interaction and policy administration. Working remotely, you will manage a high volume of client inquiries, process certificates of insurance, and maintain accurate records in EZLynx. This role is ideal for individuals who thrive in a fast‑paced environment, possess strong organizational skills, and are passionate about delivering exceptional service.

Key Responsibilities

• Client Communication & Service Support – Monitor shared inboxes, triage client emails and phone calls, and respond to routine inquiries using brighthush’s approved procedures.
• Collect and verify documentation required for policy‑service requests, ensuring completeness before forwarding to carriers or underwriters.
• Follow up with clients, carriers, and underwriters on missing information, pending requests, and status updates.
• Provide agency‑wide administrative coverage during broker absences, maintaining continuity of service.
• Document all interactions and decisions in EZLynx, ensuring data integrity and audit readiness.

Policy Processing & Administration

• Process certificates of insurance and other policy documents through the established workflow.
• Support endorsements, policy changes, renewals, and related documentation within licensing boundaries.
• Add new policies and update client information in EZLynx with meticulous attention to detail.
• Generate invoices and complete routine servicing activities, ensuring timely billing and accurate records.
• Prepare and send requests to underwriters, carriers, and internal teams, tracking responses and follow‑ups.
• Maintain comprehensive notes, activity logs, and status updates for each policy in EZLynx.

Workflow Management & Reporting

• Identify stalled requests, missing documentation, and items requiring broker involvement.
• Escalate coverage questions, complex situations, and tasks that require an insurance license.
• Compile daily reports summarizing completed work, pending requests, missing information, and escalated matters.
• Assist with additional administrative or policy‑servicing tasks assigned by agency leadership.

Required Tools & Technical Proficiency

• Proficiency in EZLynx (hands‑on experience strongly preferred).
• Advanced Microsoft Excel skills or equivalent spreadsheet software.
• Experience with email and phone‑based customer service platforms.
• Reliable hardware: USB headset with noise cancellation, webcam, computer with at least 1.8 GHz processor and 4 GB RAM.
• Stable internet connection: minimum 25 Mbps primary, 10 Mbps backup.

Essential Qualifications

• Minimum five years of insurance‑support experience, preferably within an agency setting.
• Deep understanding of policy servicing, certificates of insurance, endorsements, renewals, and carrier follow‑up.
• Strong EZLynx experience, including adding policies, invoicing, and maintaining accurate records.
• Ability to independently communicate with clients, carriers, underwriters, and processing teams.
• Highly organized, dependable, proactive, and detail‑oriented.
• Strong judgment in determining when tasks can be completed independently versus when escalation is required.
• Comfortable supporting multiple brokers through a shared priority system.
• Interest in expanding from part‑time to full‑time responsibilities.
• Experience handling confidential client, policy, and financial information with the utmost discretion.

Preferred Qualifications

• Experience with additional insurance software platforms beyond EZLynx.
• Knowledge of regulatory compliance and licensing requirements in multiple jurisdictions.
• Previous remote work experience with a proven track record of self‑management.
• Strong written and verbal communication skills in English; additional languages are a plus.

Skills & Competencies

• Exceptional customer service mindset with a focus on client satisfaction.
• Strong analytical and problem‑solving abilities.
• Excellent time‑management skills, capable of juggling multiple priorities.
• Adaptability to evolving processes, tools, and industry trends.
• Team player who collaborates effectively across departments.
• Commitment to continuous learning and professional development.

Career Growth & Learning Opportunities

At brighthush, your career path is not limited to a single role. We offer:

• Structured mentorship programs with senior leaders.
• Access to industry certifications and training courses.
• Regular performance reviews with clear metrics for advancement.
• Opportunities to transition into full‑time roles, policy management, or client‑facing positions.
• Cross‑functional projects that broaden your skill set and visibility.

Work Environment & Company Culture

Our remote‑first culture means you can work from anywhere while staying connected to a vibrant, supportive team. We celebrate diversity, encourage open communication, and foster an environment where ideas flourish. Regular virtual team‑building events, knowledge‑sharing sessions, and informal coffee chats keep the camaraderie alive, even across time zones.

Compensation & Benefits

While the base salary for this part‑time role is PHP 31,500 per month, we also offer a comprehensive benefits package that includes:

• Health and wellness coverage (HMO).
• Performance‑based incentives and bonuses.
• Paid training and professional development stipend.
• Paid holidays and overtime compensation.
• Flexible work schedule (Monday to Friday, 8:00 AM – 12:00 PM).
• Full remote work setup with equipment and internet reimbursement.
• Inclusive culture initiatives and employee resource groups.
• Opportunities for career growth and advancement.

How to Apply

Ready to bring your expertise to brighthush? Click the link below to submit your application and join a team that values innovation, integrity, and impact. We look forward to exploring how your skills can help us continue to redefine the future of insurance support.

Apply to This Job

Next Steps

Only qualified candidates will be invited to complete an assessment and schedule an interview. If you’re excited about the prospect of working with a forward‑thinking organization and have the experience we’re looking for, we encourage you to apply today. Feel free to share this opportunity with friends or colleagues who might be a great fit.

Data Privacy & AI Use

We may use AI tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are made by humans. If you would like more information about how your data is processed, please contact us.