Insurance Admin Assistant

Roles & Responsibilities

Documentation and Filing: Maintain organized and up-to-date records of policies, claims, and other important documents. 

- Customer Service: Handle phone calls and emails from clients, addressing their inquiries and concerns. Provide basic information about insurance policies and procedures. 

- Data Entry: Input and update customer information, policy details, and claims data into the company's database. 

- Policy Processing: Assist in the processing of new insurance policies, including gathering required information and documentation. 

- Claims Support: Aid in the processing of insurance claims by gathering necessary information and documentation from clients. 

- Appointment Scheduling: Manage the schedule for insurance agents and executives, ensuring appointments are coordinated efficiently. 

- Billing and Payments: Assist in processing premium payments and maintain accurate billing records.



Qualifications/Knowledge/Skills/Experience 

- Organizational Skills: Ability to manage and prioritize multiple tasks efficiently. 

- Communication Skills: Strong written and verbal communication skills for interacting with
clients and colleagues. 

- Attention to Detail: Accurate data entry and careful documentation are crucial in the
insurance industry. 

- Customer Service Orientation: A friendly and helpful attitude when dealing with clients. 

- Computer Proficiency: Familiarity with office software (Microsoft Office, Excel, etc.) and the ability to learn industry-specific software. 

- Confidentiality: Ability to handle sensitive information with discretion and maintain
confidentiality. 

- Teamwork: Collaborate effectively with colleagues and contribute to a positive working
environment.