Role Description
We are seeking an Administrative Assistant to support daily administrative, operational, insurance, and accounting activities. This role will assist with:
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Calendar management
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Email and document coordination
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Data entry
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File maintenance
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Meeting support
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Invoice and payment documentation
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Customer and vendor communication
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Administrative reporting
The ideal candidate is highly organized, service-oriented, and able to manage multiple priorities while maintaining accuracy and confidentiality.
Key Responsibilities
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Administrative and Office Support
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Provide day-to-day administrative support to accounting, finance, insurance, claims, underwriting, billing, and operations teams.
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Manage calendars, schedule meetings, coordinate appointments, and send reminders to internal and external participants.
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Prepare agendas, meeting materials, notes, action items, correspondence, and follow-up communications.
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Monitor shared inboxes, route inquiries, respond to routine requests, and escalate issues to the appropriate team member.
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Draft, format, proofread, and distribute letters, reports, presentations, forms, notices, and other business documents.
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Coordinate office supplies, equipment, service requests, and other administrative needs.
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Support special projects, process improvement initiatives, and other administrative duties as assigned.
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Insurance Administration Support
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Assist with organizing and maintaining policy, billing, claims, underwriting, customer, carrier, and vendor records.
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Enter and update insurance information in policy administration systems, customer relationship management systems, spreadsheets, and internal databases.
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Review forms, policy documents, endorsements, certificates, invoices, claims documentation, and other records for completeness and accuracy.
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Assist with processing routine policy, billing, claims, premium, commission, refund, and carrier-related administrative requests.
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Coordinate the collection of missing information and supporting documentation from customers, policyholders, carriers, vendors, and internal departments.
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Track policy renewals, documentation requests, claims updates, payment status, outstanding items, and administrative deadlines.
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Maintain organized records of communications, transactions, approvals, and follow-up activities.
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Coordinate with accounting, finance, underwriting, claims, billing, and operations teams to resolve administrative discrepancies.
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Accounting and Financial Administration
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Assist with organizing invoices, receipts, expense reports, payment requests, purchase orders, and other accounting documentation.
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Enter invoice, payment, customer, vendor, and expense information into accounting systems or spreadsheets as directed.
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Match invoices and payment requests to purchase orders, contracts, receipts, policy records, or other supporting documentation.
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Monitor invoice approvals, payment schedules, outstanding requests, and required follow-up activities.
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Assist with preparing customer statements, vendor correspondence, payment summaries, expense reports, and administrative schedules.
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Support bank, credit card, accounts payable, accounts receivable, carrier, and general ledger reconciliation activities by gathering and organizing information.
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Research routine discrepancies involving invoices, payments, customer accounts, vendors, carriers, and internal records.
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Maintain organized files for financial transactions, audit requests, approvals, and supporting documentation.
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Data Entry, Reporting, and Record Management
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Enter, update, verify, and maintain accurate information in spreadsheets, databases, accounting systems, insurance platforms, and document management systems.
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Prepare recurring administrative reports, tracking logs, status updates, activity summaries, and management reports.
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Compile information from multiple sources and identify missing, inconsistent, or incomplete data.
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Maintain electronic and physical filing systems in accordance with company procedures and document retention requirements.
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Organize records using consistent naming conventions, folder structures, indexing practices, and version control.
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Assist with data cleanup, document audits, report preparation, and administrative quality checks.
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Use Microsoft Excel, word processing, email, calendar, presentation, and collaboration tools to complete daily responsibilities.
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Communication and Customer Service
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Communicate professionally with customers, policyholders, vendors, carriers, insurance professionals, and internal departments.
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Respond to routine inquiries by email, phone, or other approved communication channels.
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Provide status updates and follow up on pending documentation, approvals, payments, requests, and action items.
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Direct complex questions or sensitive issues to the appropriate accounting, insurance, claims, or management contact.
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Maintain a professional, helpful, and service-oriented approach in all interactions.
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Confidentiality, Controls, and Compliance
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Protect confidential financial, customer, policyholder, claims, employee, and business information.
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Follow established administrative procedures, approval workflows, access controls, and document retention requirements.
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Assist with preparing documentation for audits, compliance reviews, regulatory requests, and internal assessments.
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Identify missing information, processing errors, duplicate records, control issues, and opportunities to improve administrative processes.
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Maintain accurate records of approvals, communications, transactions, and completed tasks.
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Perform other administrative, insurance, accounting, and operational duties as assigned.
Qualifications
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Associate degree or bachelor's degree in Business Administration, Accounting, Finance, Insurance, Office Administration, or a related field.
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1+ year of experience in administrative support, office administration, customer service, insurance, accounting, finance, or a related role.
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Proficiency with Microsoft Office applications, including Microsoft Excel, Word, Outlook, and Teams or similar collaboration tools.
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Strong data entry, document management, scheduling, organization, and time management skills.
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Ability to review information carefully and maintain accurate records across multiple systems and files.
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Basic understanding of invoices, expense reports, payment requests, accounts payable, accounts receivable, or financial documentation.
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Ability to manage multiple priorities, meet deadlines, and follow established procedures.
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Strong English communication skills, both written and verbal.
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Professional telephone, email, and customer service skills.
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Ability to handle confidential information with discretion and professionalism.
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Reliable internet connection, suitable home office environment, and ability to work effectively with remote or international teams.
Preferred
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Experience supporting an insurance agency, insurance carrier, accounting firm, financial services company, or professional services organization.
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Familiarity with insurance terms, policy administration, premium billing, claims processing, commissions, carrier correspondence, or renewals.
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Experience supporting accounting or finance teams with invoices, expense reports, payment tracking, reconciliations, or audit documentation.
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Experience using accounting software, customer relationship management systems, policy administration platforms, enterprise resource planning systems, or document management tools.
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Advanced Microsoft Excel skills, including formulas, sorting, filtering, lookup functions, and pivot tables.
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Experience preparing reports, maintaining tracking logs, coordinating schedules, or supporting cross-functional projects.
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Familiarity with U.S. insurance, accounting, privacy, or financial documentation practices.
Benefits
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Join a collaborative team supporting administrative, insurance, and accounting operations for organizations across the financial services industry.
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Develop practical experience in office administration, insurance processes, accounting support, data management, customer service, and business operations.
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Build valuable organizational, communication, technical, and problem-solving skills through exposure to diverse teams and workflows.
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Make a meaningful impact by helping teams maintain accurate records, timely communication, organized documentation, and efficient processes.
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Receive competitive compensation and opportunities for professional development and career growth.
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Work in a supportive, international environment with exposure to cross-functional teams and industry professionals.