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About The Role: 
As our Finance/Insurance Specialist, you will be responsible for providing administrative support to finance or insurance agents, brokers, and teams. This role involves assisting with client inquiries, processing paperwork, maintaining records, and ensuring smooth operations in the insurance or financial services department. The assistant plays a crucial role in ensuring clients receive timely service and that all documentation and transactions are handled accurately and efficiently. 

Your Main Assignment Responsibilities Will Include: 

• Client Support: Assist clients with inquiries, provide information about insurance or financial products, and direct complex issues to agents or brokers. Assess client with their financial situation and insurance needs, recommending appropriate products (e.g., life, health, auto, home insurance)  
• Relationship Building: Develop and maintain long-term relationships with clients, offering ongoing support and updates on relevant product changes or new offerings. 
• Customer Education: Educate clients about the terms, benefits, and coverage of various insurance policies and financial products. 
• Document Management: Prepare, process, and organize insurance applications, policy renewals, claims forms, and other financial documentation. 
• Data Entry & Record Keeping: Maintain accurate client records, update databases, and ensure proper filing of documents (both physical and digital). 
• Policy Administration: Help with the processing of new policies, renewals, cancellations, and changes, ensuring all documentation is complete and compliant. 
• Claims Support: Assist clients with claims inquiries, helping to complete necessary forms and following up on claim status. 
• Scheduling & Coordination: Schedule client meetings, appointments, and follow-up calls for agents or brokers. 
• Compliance & Reporting: Ensure all processes adhere to company policies and regulatory requirements. Assist in the preparation of reports or audits as needed. 
• General Administrative Tasks: Provide administrative support, including handling correspondence, managing office supplies, and maintaining organized workflows. 

 Qualifications: 

• Previous experience as an insurance agent or in an administrative or support role in the finance or insurance industry 
• Strong confidentiality, attention to detail, especially when processing forms and managing client information. 
• Ability to manage multiple tasks, prioritize effectively, and maintain accurate records. 
• Excellent verbal and written communication skills to interact with clients and internal teams. 
• Familiarity with office software (e.g., Microsoft Office) and industry-specific software (CRM, insurance management systems) is a plus. 
• Excellent interpersonal skills with a focus on providing great customer service. 

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