Role Description
An Insurance Associate supports insurance operations, policy administration, customer service, claims coordination, and general insurance activities. The role assists clients and internal teams with insurance documentation, policy processing, inquiries, and administrative tasks while ensuring accurate and efficient service delivery.
Key Responsibilities
- Support daily insurance operations and administrative activities.
- Assist with policy applications, renewals, endorsements, cancellations, and documentation.
- Maintain accurate customer, policy, and insurance records.
- Respond to customer inquiries and provide information on policies, coverage, and procedures.
- Assist with claims documentation, processing, follow-ups, and coordination with relevant parties.
- Prepare quotations, policy documents, reports, forms, and other insurance-related materials.
- Coordinate with insurance providers, brokers, customers, and internal departments.
- Review insurance documents and verify information for accuracy and completeness.
- Support compliance with insurance regulations, company policies, and internal procedures.
- Prepare operational reports and provide general support to the insurance team.
Qualifications
- Diploma or Bachelor’s degree in Insurance, Finance, Business Administration, Risk Management, or a related field.
- Experience in insurance, financial services, customer service, or administrative support is preferred.
- Good understanding of insurance policies, documentation, claims, and general insurance processes.
- Strong communication, organizational, analytical, and customer service skills.
- High attention to detail and accuracy when handling customer and policy information.
- Ability to manage multiple tasks, priorities, and deadlines effectively.
- Good knowledge of MS Office and relevant insurance or customer management systems.
-
Professional, reliable, proactive, customer-focused, and team-oriented approach.
