Manager's Assistant
Job Overview:
The Insurance Manager's Assistant provides administrative and operational support to the Insurance Manager in a dynamic insurance environment. This role assists in coordinating and overseeing various insurance-related activities, ensuring the smooth functioning of the department and excellent customer service.
Duties and Responsibilities:
1. Administrative Support:
- Assist in maintaining organized records of policies, claims, and client information.
- Prepare and process insurance policy documents and endorsements.
- Schedule appointments, meetings, and manage the manager's calendar.
- Handle incoming calls and correspondence, directing inquiries as needed.
- Prepare and distribute internal and external communications as required.
2. Data Management:
- Maintain and update databases, spreadsheets, and client files.
- Assist in generating reports and summaries for the Insurance Manager.
- Ensure data accuracy and compliance with regulatory requirements.
3. Client Services:
- Assist clients with policy inquiries, changes, and claims submissions.
- Provide exceptional customer service by addressing client concerns and resolving issues promptly.
- Maintain a professional and courteous demeanor when dealing with clients.
4. Policy Renewals and Underwriting:
- Collaborate with the Insurance Manager to coordinate policy renewals and reminders.
- Assist with underwriting activities, including gathering and analyzing client information.
5. Claims Processing:
- Support the Insurance Manager in processing insurance claims.
- Communicate with clients, insurance adjusters, and other relevant parties regarding claims status.
6. Compliance and Documentation:
- Ensure all insurance policies and procedures comply with industry regulations.
- Assist in preparing compliance reports and documentation for audits.
7. Research and Analysis:
- Conduct research on insurance trends, market conditions, and competitors.
- Compile data and present findings to the Insurance Manager for decision-making.
8. Team Collaboration:
- Collaborate with colleagues within the department and other teams to streamline processes and improve efficiency.
- Provide support to team members as needed.
Qualifications:
- High school diploma or equivalent; Bachelor's degree in a related field is a plus.
- Proficiency in MS Office Suite (Word, Excel, Outlook).
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Basic knowledge of insurance policies and procedures is preferred.
- Ability to work independently and as part of a team.
- Adherence to confidentiality and ethical standards.