Admin Assistant, Insurance Management
Job Description:
- Provide administrative support to the management and client service teams.
- Manage incoming and outgoing correspondence including emails, calls, and mail.
- Prepare, review, and maintain client files, policy documents, and insurance certificates.
- Assist in processing policy renewals, endorsements, and cancellations.
- Coordinate scheduling for meetings, calls, and calendar management for executives.
- Track and follow up on outstanding client documents and renewals.
- Compile reports, spreadsheets, and presentations as requested.
- Support billing, data entry, and basic accounting tasks as needed.
- Maintain confidentiality of sensitive client and company information.
- Assist with general office tasks, including supply management and vendor coordination.
Requirements:
- 2+ years of administrative experience; insurance or financial services industry preferred.
- Strong organizational and multitasking abilities with attention to detail.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) or Google Workspace.
- Experience with insurance management systems (e.g., AMS360, Applied Epic, or similar) is a plus.
- Ability to work independently and as part of a team.
- Professional demeanor and customer-service mindset.
Benefits:
- Flexible, During client business hours
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