Admin Assistant Insurance Management

This is a remote position.

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.