Insurance Admin Assistant

Job Description

Key Responsibilities

1. Monday.com Administration

• Import policies from iAdviser, including inputting client card details and renewal dates (processed two months at a time per adviser).

• Enter key policy data into Monday.com.

• Send pre-renewal emails on behalf of the broker (either CCing the broker or sending directly for forwarding, depending on client relationship).

• Download renewal terms from Sunrise, where applicable, and enter the renewal premium into the worksheet.

2. Debtors Administration

• Send debtor reminder emails to clients on a fixed schedule:

  • On the premium due date

  • 14 days after

  • 30 days after

  • 60 days after

  • 90 days after

• Log all follow-ups in client files within iAdviser.

• Act as liaison for Premium Funding contracts.

Qualifications and Skills

• General working knowledge of Sunrise / Ebix platforms.

• Proficiency with iAdviser software.

• Strong attention to detail and high level of accuracy.

• Excellent written and verbal communication skills.

• Effective time management and ability to meet multiple deadlines.