Administrative Assistant

Description

Job Summary: Provide operational and administrative support to the insurance agent, ensuring timely service to customers and suppliers, and tracking of commercial processes. Key Highlights: 1. Comprehensive support in quotations and commercial presentations 2. Key management in customer service and collections follow-up 3. Coordination with suppliers and insurance companies JOB OBJECTIVE Provide operational and administrative support to the insurance agent, ensuring timely service to customers and suppliers, punctual collections tracking, and clear presentation of quotations and commercial proposals. 1 Quotations Request and compare quotations from various insurance companies, prepare comparative tables, and develop customized proposals for each customer. 2 Presentations and Commercial Materials Design and update executive presentations, product sheets, and supporting materials for client meetings or policy renewals. 3 Collections Review and Follow-up Monitor premium payments, issue reminders to customers with pending payments, reconcile account statements, and report incidents to the agent. 4 Customer Service Serve as the first point of contact for inquiries, endorsement requests, claims reporting, and processing follow-up, ensuring clear and timely communication. 5 Supplier and Insurance Company Relations Coordinate with insurance company executives, manage document, policy, and endorsement dispatch and receipt, and maintain an updated contact database. REQUIREMENTS * Bachelor’s degree in Administration, Accounting, Commerce, or related field (in progress or completed) * 1–2 years of experience in administrative or customer service roles * Proficiency in Office / Google Workspace (Intermediate Excel / Sheets) * Professional writing skills for emails and documents * Ability to organize and track multiple tasks simultaneously DESIRABLE * Experience in insurance agencies or the financial sector * Knowledge of insurance lines: life, GMM, auto, property & casualty * Experience with CRM or policy management systems * Ability to create presentations using PowerPoint / Canva Employment Type: Full-time Salary: $6,000.00 \- $12,000.00 per month Work Location: Remote