WeAssist.io
B2B • Productivity • SaaS
WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.
Insurance Admin Specialist
Job not on LinkedIn
November 21
WeAssist.io
B2B • Productivity • SaaS
WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.
📋 Description
• Certificate of Insurance (COI) Management • Issue 40–60 COIs per day across the entire agency; support up to 200+ on high-volume days • Process COI renewals (“one-click” renewals already in the system). • Send new or updated proof of insurance once the master certificate is completed • Batch-send renewal COIs when updated Excel lists are received • Identify and attach required endorsements (e.g., blanket AI, primary waiver) • Apply correct legal wording—working closely with Operations for review during the early training phase • Perform related data entry for all certificates • Cross-check policy binders for dates, limits, carriers, coverages, and accuracy • Notify agents of discrepancies—serving as the “second set of eyes,” never altering carrier data • Update policy numbers and attach full policy documents into the AMS • Create master certificate templates • Send full policy documents and proof of insurance to insureds • Process auto changes (add/delete vehicles or drivers). • Process address changes (mailing/physical). • Request and relay loss runs. • Notify carriers of change requests and update AMS once endorsements arrive. • Manage requests coming via email or internal task system. • Maintain open communication with Operations—report issues, ask questions, and share discrepancies promptly
🎯 Requirements
• Commercial insurance background —non-negotiable and essential. • High accuracy in data entry with strong error-spotting ability. • Fast and efficient workflow execution under time pressure. • Meticulous attention to detail for policy reviews and COI accuracy. • Clear communication skills (especially for reporting discrepancies). • Integrity-driven team player with honesty at the core. • Experience with Momentum (formerly Nowerts) or any commercial insurance platform (AMS) – nice-to-have.
🏖️ Benefits
• 13th Month Bonus (Wild right?! 🤯) • Permanent work-from-home / remote set-up • Health insurance • Dental insurance • Mental health insurance • Great starting salary • Growth opportunity • Performance-based raises • Prizes and bonuses
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