Job Description

Insurance Admin Assistant

Job Summary

The position of Insurance Admin Assistant involves providing essential administrative and account support to ensure the effective operation of insurance-related processes and financial activities. The role includes managing documentation, coordinating with internal and external stakeholders, and maintaining the accuracy of financial and insurance records.

Responsibilities

• Provide administrative support to the insurance and finance departments, including preparation, organization, and maintenance of records and documents.
• Assist in processing insurance claims, renewals, and updates while ensuring compliance with policies and relevant regulations.
• Reconcile insurance accounts, prepare invoices, and monitor payments for accuracy and timely resolution of discrepancies.
• Liaise with insurance companies, brokers, and internal departments to resolve inquiries and issues professionally.
• Safeguard sensitive client and organizational data by maintaining confidentiality.
• Support account reconciliation and generate financial reports for internal reviews.
• Collaborate with team members to identify and implement process improvements and cost-efficiency measures.
• Perform additional administrative duties, such as scheduling meetings, drafting correspondence, and maintaining records.
• Stay informed on insurance policies, legislative changes, and industry standards to ensure compliance.

Qualifications/Requirements

• Experience: Minimum of 1-2 years in an administrative or account support role, preferably in the insurance or finance sector.
• Technical Skills: Proficiency in accounting software such as QuickBooks, Xero, and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Analytical Ability: Strong numerical skills and attention to detail, with the ability to identify and correct errors in data processing.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to interact effectively with a variety of stakeholders.
• Organizational Skills: Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Problem-Solving Skills: Solution-oriented with the capability to work independently and collaboratively within a team environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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