Part-Time Admin - Insurance Agency

Company Overview

General Insurance Agency specializes in sales and service for personal and corporate risk management, providing expert support to clients on their insurance needs.

Job Summary

Join us as a Part Time Admin to support daily operations with efficient task completion, client communication, and administrative assistance in a dynamic insurance environment.

Responsibilities

• Complete assigned tasks efficiently and accurately within deadlines to support daily operations
• Work independently to manage administrative duties and solve problems resourcefully
• Communicate proactively and clearly with clients and team members through phone, email, and text to ensure timely responses
• Maintain confidentiality and handle sensitive information with discretion and loyalty
• Manage phone enquiries by liaising with clients to clarify documentation and insurance matters
• Perform filing and data entry to organize client and company records
• Prepare marketing and sales materials to support business development efforts
• Assist with insurance quotations, claims processing, renewals, and service requests to facilitate client service
• Create and update spreadsheet reports using Microsoft Excel for data tracking and analysis
• Handle email correspondence promptly to support communication flow
• Perform ad-hoc administrative tasks as needed to support team functions

Preferred competencies and qualifications

• Proficiency in computer software applications relevant to administrative and insurance tasks