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