Insurance Admin Support

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 companys 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

• General Office Tasks:
  Handle general administrative tasks such as sorting mail, ordering office supplies, and maintaining office cleanliness

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

• Adaptability:
  Insurance regulations and procedures may change, so the ability to adapt to new processes is essential

• Knowledge of Insurance:
  Basic understanding of insurance policies, terms, and procedures is a plus