This is a remote position.

Key Responsibilities

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  Provide administrative support to the management and client service teams.

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  Manage incoming and outgoing correspondence including emails, calls, and mail.

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  Prepare, review, and maintain client files, policy documents, and insurance certificates.

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  Assist in processing policy renewals, endorsements, and cancellations.

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  Coordinate scheduling for meetings, calls, and calendar management for executives.

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  Track and follow up on outstanding client documents and renewals.

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  Compile reports, spreadsheets, and presentations as requested.

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  Support billing, data entry, and basic accounting tasks as needed.

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  Maintain confidentiality of sensitive client and company information.

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  Assist with general office tasks, including supply management and vendor coordination.

Required Qualifications

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  2+ years of administrative experience; insurance or financial services industry preferred.

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  Strong organizational and multitasking abilities with attention to detail.

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  Excellent verbal and written communication skills.

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  Proficient in Microsoft Office Suite (Word, Excel, Outlook) or Google Workspace.

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  Experience with insurance management systems (e.g., AMS360, Applied Epic, or similar) is a plus.

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  Ability to work independently and as part of a team.

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  Professional demeanor and customer-service mindset.