Insurance Claims & Collections Coordinator (Roofing)

Job Title: Insurance Claims & Collections Coordinator (Roofing)

Position type: Full-Time

Work hours: 8:00 AM – 5:00 PM (Mountain Daylight Time)

Work days: Monday to Friday

Salary: $5 - $7 per hour depending on experience

Job code: KD-AHLA

Workplace: Remote

Preferred Candidate Location: Philippines

Scope of Work/Responsibilities

About the Company

Our Client is a fast-growing U.S.-based restoration and roofing support company that helps homeowners navigate the insurance claims process from inspection to settlement. Our team is committed to delivering high-quality service, streamlined workflows, and excellent customer support. As we continue to expand, we are looking for detail-oriented and proactive virtual assistants to support our Customer Care operations.

Role Overview

As a Virtual Assistant – Customer Care Insurance Admin, you will play a critical role in managing insurance-related processes and ensuring smooth project progression within our CRM system. You will act as a liaison between insurance companies, adjusters, and internal teams, helping move claims and restoration projects forward through consistent follow-ups and accurate documentation.

Key Responsibilities

• Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
• Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
• Follow up on submitted estimates and invoices to verify receipt and payment progress
• Update CRM records with communications, documents, and status changes
• Move clients through internal workflow stages based on job progress
• Communicate daily with internal team members to provide status updates and flag issues
• Ensure digital job files are well-organized and audit-ready

Requirements:
Experience requirements

• Previous virtual assistant experience: Preferred
• Experience in roofing, restoration, or insurance claims coordination: Strongly preferred
• Familiarity with insurance claims, adjusters, Xactimate, or construction/roofing workflows is a plus

Basic requirements

• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)

Technical requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment.

Benefits:
• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.