Admin Assistant Insurance Management

Role Summary

Category: Health Care

We are seeking a detail-oriented and proactive Administrative Assistant to support daily operations within our insurance management firm. This role is essential to ensuring the smooth coordination of client services, documentation, and internal processes. The ideal candidate is organized, communicative, and comfortable working in a fast-paced environment that requires precision, confidentiality, and excellent customer service.

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.

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.
• Details