- Provide administrative support to team members, including scheduling, data entry, and document management
- Coordinate tasks, projects, and initiatives, ensuring timely completion and quality delivery
- Maintain accurate records, reports, and databases, ensuring data integrity and confidentiality
- Handle customer inquiries over phone, email or in-person.
- Respond to policy-related queries and coverage requests.
- Communicate with insurance providers to process client policies and claims.
- Manage client databases and update policies and contact information accordingly.
- Assist with the preparation of insurance reports and documents.
- Provide support to agents and brokers in the day-to-day operations of the business.
- Excellent communication and customer service skills.
- Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to handle multiple tasks simultaneously and meet deadlines.
- High attention to detail and accuracy.