Job Details

We are seeking a detail-oriented and organized Administrative Assistant to join our team!

The ideal candidate will be responsible for providing administrative support to ensure efficient operation of the insurance agency. This role involves handling a variety of tasks related to organization, communication, and clerical functions.

Key Responsibilities:

• Assist clients in a professional and friendly manner
• Answer and direct phone calls, emails, and other correspondence
• Prepare and distribute policy documents, endorsements, and other correspondence
• Maintain and update client files and databases
• Assist with the preparation and submission of insurance applications and claims
• Handle billing and invoicing processes, including tracking payments and following up on outstanding accounts
• Perform general office duties such as filing, photocopying and scanning
• Perform any other tasks as assigned by superiors from time to time

Requirements:

• Preferably 1-2 year, but no experience is also welcomed

我们正在寻找一位注重细节、有组织性的行政助理加入我们的公司。理想的候选人将负责提供行政支持，以确保公司的高效运营。该角色涉及处理与组织、沟通和文书职能相关的各种任务!

主要责任:

•  以专业和友好的方式协助客户。
•  接听和转接电话、电子邮件和其他信件。
•  准备和分发政策文件、背书和其他信件。
•  维护和更新客户文件和数据库。
•  协助准备和提交保险申请和索赔。
•  处理计费和发票流程，包括跟踪付款和跟踪未清帐户。
•  履行一般办公室职责，例如归档、复印和扫描。
•  执行上级不时分配的任何其他任务。

要求:

• 最好是1-2年，无经验也可