Admin Assistant Insurance Management

Key Responsibilities

• 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.

Required Qualifications

• 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.