Job Overview
An insurance assistant provides administrative and clerical support to insurance agents, handling tasks like answering phones, scheduling appointments, managing client information, and assisting with policy and claims processing. They play a vital role in ensuring smooth office operations and supporting the agent's work with clients.
Here's a more detailed breakdown of typical responsibilities:
Administrative Tasks:
Answering phones and emails:
Responding to inquiries, directing calls to the appropriate person, and managing correspondence.
Scheduling appointments:
Coordinating meetings and appointments for the agent with clients and other stakeholders.
Managing client information:
Maintaining and updating client databases, ensuring accurate and up-to-date records.
Processing paperwork:
Handling insurance applications, policy documents, claims forms, and other related paperwork.
Filing and record keeping:
Organizing and maintaining both electronic and physical files.
Office management:
Ordering supplies, scheduling maintenance, and ensuring the office runs smoothly.
Support for Insurance Agents:
Assisting with policy and claims processing:
.
Helping with the initial steps of policy issuance and claim submissions, and following up on their status.
Preparing reports and presentations:
.
Assisting in the creation of documents and presentations for client meetings or internal use.
Managing agent's schedule:
.
Prioritizing tasks, managing the agent's calendar, and ensuring they are well-prepared for appointments.
Communicating with clients:
.
Interacting with clients to gather information, answer questions, and provide updates.
Supporting marketing activities:
.
Assisting with tasks related to client acquisition and retention, such as preparing marketing materials.
Skills and Qualifications:
Strong communication and interpersonal skills: Essential for interacting with clients and colleagues.
Organizational and time management skills: Needed to manage multiple tasks and deadlines effectively.
Attention to detail and accuracy: Critical for handling sensitive information and paperwork.
Proficiency in Microsoft Office Suite: Required for tasks like document creation and data management.
Knowledge of insurance principles and practices (may be required for some roles): Helpful for understanding policies and procedures.
Experience with insurance-specific software (e.g., agency management systems) may be beneficial.
Salary Range: $18.00 - $20.00 per hour
Benefits
Hourly Base Salary Based on Experience
Flexible ScheduleMon-Fri Schedule
Career Growth Opportunities
Requirements
Experience with the Insurance Business
Bilingual
Responsibilities
Here's a more detailed breakdown of typical responsibilities:
Administrative Tasks:
Answering phones and emails:
Responding to inquiries, directing calls to the appropriate person, and managing correspondence.
Scheduling appointments:
Coordinating meetings and appointments for the agent with clients and other stakeholders.
Managing client information:
Maintaining and updating client databases, ensuring accurate and up-to-date records.
Processing paperwork:
Handling insurance applications, policy documents, claims forms, and other related paperwork.
Filing and record keeping:
Organizing and maintaining both electronic and physical files.
Office management:
Ordering supplies, scheduling maintenance, and ensuring the office runs smoothly.
Support for Insurance Agents:
Assisting with policy and claims processing:
.
Helping with the initial steps of policy issuance and claim submissions, and following up on their status.
Preparing reports and presentations:
.
Assisting in the creation of documents and presentations for client meetings or internal use.
Managing agent's schedule:
.
Prioritizing tasks, managing the agent's calendar, and ensuring they are well-prepared for appointments.
Communicating with clients:
.
Interacting with clients to gather information, answer questions, and provide updates.
Supporting marketing activities:
.
Assisting with tasks related to client acquisition and retention, such as preparing marketing materials.
Skills and Qualifications:
Strong communication and interpersonal skills: Essential for interacting with clients and colleagues.
Organizational and time management skills: Needed to manage multiple tasks and deadlines effectively.
Attention to detail and accuracy: Critical for handling sensitive information and paperwork.
Proficiency in Microsoft Office Suite: Required for tasks like document creation and data management.
Knowledge of insurance principles and practices (may be required for some roles): Helpful for understanding policies and procedures.
Experience with insurance-specific software (e.g., agency management systems) may be beneficial.
