Insurance Admin Representative
Job Description
We are partnering with a growing, relationship-driven insurance and investment services firm to hire an Insurance Admin Representative. This role is ideal for someone who is detail-oriented, adaptable, and thrives in an outgoing, collaborative environment.
Responsibilities

+ Perform a high volume of data entry and clerical support related to insurance policies and accounts.

+ Work within comparative rating systems to gather and enter insurance data into an integrated agency management system.

+ Maintain and manage logins and workflows across 30+ insurance carriers.

+ Process policy changes, endorsements, and claims filings.

+ Ensure accuracy and completeness of documentation, prioritizing precision over speed.

+ Collect and document client investment-related details.

+ Use Microsoft Office (Word, Excel, Outlook) for basic documentation and communication.

+ Sup...