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Insurance Administrative Assistant

Posted 25 days ago
Worldwide
0-2 years experience
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AI Summary

The role involves providing administrative support to a P&C insurance agency, including processing ACORD forms, handling billing, and maintaining client records. The assistant will also communicate with clients and insurance carriers while supporting producers and account managers.

This is a remote position.

About the Role

We are looking for a reliable and detail-oriented Administrative Assistant to support a busy Property & Casualty (P&C) insurance agency. This role focuses on administrative support, billing, preparing insurance documents, and assisting the agency with day-to-day operations.

Previous Property & Casualty insurance experience is strongly preferred, especially working with ACORD forms, but we are willing to train someone with exceptional administrative skills and the ability to learn quickly.

Responsibilities

  • Prepare, complete, and process ACORD forms and other insurance documents.

  • Handle billing, invoices, and payment-related administrative tasks.

  • Answer incoming phone calls and respond to client emails professionally.

  • Maintain accurate client and policy records.

  • Assist with policy changes, renewals, certificates, and other administrative requests.

  • Communicate with insurance carriers and clients as needed.

  • Support producers and account managers with day-to-day administrative tasks.

  • Perform data entry and keep files organized and up to date.

  • General secretarial and office support duties.

Qualifications

  • Previous experience in a Property & Casualty insurance agency preferred.

  • Experience with ACORD forms is a strong plus.

  • Strong organizational skills and attention to detail.

  • Excellent English communication skills, both written and verbal.

  • Proficient with Microsoft Office and comfortable learning agency management software.

  • Able to multitask and manage priorities in a fast-paced environment.

  • Professional, dependable, and customer-focused.

Ideal Candidate

  • Organized and highly detail-oriented.

  • Able to work independently with minimal supervision.

  • Comfortable handling confidential client information.

  • Eager to learn and committed to providing excellent administrative support.



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