Vacancy Description
Insurance Admin Representative
Job Description
We are partnering with a growing, relationship-driven insurance and investment services firm to hire an Insurance Admin Representative. This role is ideal for someone who is detail-oriented, adaptable, and thrives in an outgoing, collaborative environment.
Responsibilities
+ Perform a high volume of data entry and clerical support related to insurance policies and accounts.
+ Work within comparative rating systems to gather and enter insurance data into an integrated agency management system.
+ Maintain and manage logins and workflows across 30+ insurance carriers.
+ Process policy changes, endorsements, and claims filings.
+ Ensure accuracy and completeness of documentation, prioritizing precision over speed.
+ Collect and document client investment-related details.
+ Use Microsoft Office (Word, Excel, Outlook) for basic documentation and communication.
+ Sup...
Job Description
We are partnering with a growing, relationship-driven insurance and investment services firm to hire an Insurance Admin Representative. This role is ideal for someone who is detail-oriented, adaptable, and thrives in an outgoing, collaborative environment.
Responsibilities
+ Perform a high volume of data entry and clerical support related to insurance policies and accounts.
+ Work within comparative rating systems to gather and enter insurance data into an integrated agency management system.
+ Maintain and manage logins and workflows across 30+ insurance carriers.
+ Process policy changes, endorsements, and claims filings.
+ Ensure accuracy and completeness of documentation, prioritizing precision over speed.
+ Collect and document client investment-related details.
+ Use Microsoft Office (Word, Excel, Outlook) for basic documentation and communication.
+ Sup...
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