Insurance Assistant
Core
Provides technical and administrative support to the client service team, handling day-to-day account servicing, renewals, and preparing insurance documentation.
Role type
Administrative Insurance Assistant
Builds
Client service operations and account renewals
Domain
Insurance (Property & Casualty)
Required skills
Organization, time management, attention to detail, written and verbal communication, Microsoft 365 proficiency, ability to learn insurance systems and terminology
Preferred skills
Insurance or financial services experience, Associate's or bachelor's degree, P&C insurance license, experience with insurance agency management systems
Responsibilities
Preparing insurance documentation, maintaining accurate client information, assisting with compliance requirements, coordinating with internal teammates, insurance carriers, and business partners
Seniority
Entry-level to Junior