Virtual Insurance Policy Coordinator

At Vintti, we're redefining the economics of staffing for US businesses. Our agency connects SMBs, startups, and firms with top Latin American talent, offering a dual benefit of high-quality work and cost savings. By tapping into this rich talent pool, our clients can optimize their budgets, increase productivity, and gain a competitive advantage in their respective markets.

A Virtual Insurance Policy Coordinator plays a pivotal role in managing and streamlining insurance policies through digital platforms. This role involves liaising between clients and insurance providers to ensure accurate policy documentation, timely renewals, and efficient claims processing. Utilizing advanced software tools, the coordinator oversees policy compliance, conducts thorough policy reviews, and addresses client inquiries to provide exceptional service. Adept at multitasking and detail-oriented, they enhance operational efficiency and client satisfaction in a remote work environment, ensuring seamless policy management from inception to conclusion.

- High school diploma or GED; Associate's or Bachelor's degree in Business, Finance, or related field preferred.
- Proven experience in insurance policy administration or a related field.
- Proficiency in using CRM software and other relevant computer applications.
- Strong understanding of insurance principles, products, and regulations.
- Excellent communication skills, both written and verbal, for interacting with clients and team members.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- Strong attention to detail and organizational skills.
- Customer service-oriented with the ability to handle inquiries and resolve issues promptly.
- Ability to work independently and as part of a remote team.
- Proficiency in using Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Familiarity with online client portals and troubleshooting techniques.
- Strong problem-solving skills and the ability to make informed decisions.
- Ability to handle confidential information with discretion.
- Availability to participate in regular training sessions and team meetings.
- Flexibility to adapt to changing company policies and industry regulations.
- Demonstrated ability to prepare and send professional correspondence.

- Review and process new insurance policy applications.
- Verify and update client information in the database.
- Communicate with clients to obtain necessary documentation.
- Respond to client inquiries about policy details, coverage options, and claims processes.
- Coordinate with underwriters to assess and approve policy applications.
- Follow up on pending applications and required documents.
- Schedule and manage virtual meetings with clients for policy explanations and consultations.
- Prepare and send policy documents to clients electronically.
- Assist clients with online portal navigation and troubleshooting.
- Monitor policy renewal dates and send renewal notices to clients.
- Ensure policy terms and conditions comply with company standards.
- Process policy endorsements, cancellations, and reinstatements as needed.
- Collaborate with the claims department to facilitate the claims process.
- Generate and send periodic reports on policy status and performance metrics.
- Maintain detailed and organized records of client interactions and transactions.
- Stay updated on industry regulations and company policy changes.
- Provide administrative support to the insurance team as required.
- Participate in regular training sessions and team meetings.
- Utilize CRM software to manage and track client relationships and interactions.

The ideal candidate for the Virtual Insurance Policy Coordinator role will be a highly organized and detail-oriented individual with a proven track record in insurance policy administration or a related field. They will possess strong proficiency in CRM software and Microsoft Office Suite, coupled with a tech-savvy nature and familiarity with online client portals. This individual will have excellent written and verbal communication skills, enabling seamless interactions with clients and team members. With a solid understanding of insurance principles, products, and regulations, they will excel at managing multiple tasks and priorities in a fast-paced environment. The candidate will demonstrate a customer service-oriented mindset, adept at handling inquiries, resolving issues promptly, and maintaining a high level of integrity and confidentiality. They will be a proactive problem solver with strong analytical skills, capable of making informed decisions and adapting to changing company policies and industry regulations. A quick learner with a commitment to continuous improvement, the ideal candidate will exhibit reliability, punctuality, a positive attitude, and the ability to handle high-stress situations calmly. Their professional and courteous demeanor, combined with strong team collaboration skills and the ability to work independently, will make them exceptionally well-suited for this role.

- Review and process new insurance policy applications.
- Verify and update client information in the database.
- Communicate with clients via email or phone to gather necessary documentation.
- Respond to client inquiries about policy details, coverage options, and claims processes.
- Coordinate with underwriters to assess and approve policy applications.
- Track and follow up on pending applications and documents.
- Schedule and manage virtual meetings with clients for policy explanations and consultations.
- Prepare and send policy documents to clients electronically.
- Assist clients with online portal navigation and troubleshooting.
- Monitor renewal dates and send out renewal notices to clients.
- Analyze policy terms and conditions to ensure compliance with company standards.
- Process policy endorsements, cancellations, and reinstatements as needed.
- Collaborate with the claims department to facilitate the claims process.
- Generate and send periodic reports on policy status and performance metrics.
- Maintain detailed and organized records of client interactions and transactions.
- Stay updated on industry regulations and company policy changes.
- Provide administrative support to the insurance team as required.
- Participate in regular training sessions and team meetings.
- Utilize CRM software to manage and track client relationships and interactions.

- Strong attention to detail
- Excellent organizational skills
- Effective multitasking ability
- Exceptional communication skills
- Customer service-oriented mindset
- Ability to work independently
- Strong team collaboration skills
- High level of integrity and confidentiality
- Proactive problem-solving approach
- Adaptability to changing environments
- Tech-savvy with proficiency in CRM and Microsoft Office Suite
- Strong understanding of insurance principles and regulations
- Quick learner with a drive for continuous improvement
- Ability to handle high-paced and high-stress situations calmly
- Professional and courteous demeanor
- Strong follow-up and tracking abilities
- Demonstrated reliability and punctuality
- Positive attitude and willingness to take on new challenges
- Strong analytical skills

- Competitive salary range depending on experience
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off (PTO) and holidays
- Flexible work schedule
- Remote work opportunity
- Professional development and continuing education programs
- Career advancement opportunities
- Company-sponsored training sessions and workshops
- Access to wellness programs and employee assistance programs
- Technology stipend or company-provided equipment
- Performance-based bonuses and incentives
- Collaborative and inclusive work environment
- Supportive team culture
- Employee recognition programs