Admin Insurance

Winterhavenchamber; Winter Haven (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Winterhavenchamber in Florida is seeking an administrative assistant to support insurance agents by answering calls and emails, greeting clients professionally, and helping manage schedules with accuracy.

This role also involves preparing and maintaining client files, processing applications and policy changes, entering data in management systems, handling billing tasks, and upholding strict confidentiality in a busy office setting.

Responsibilities

• Answer phone calls, emails, and greet clients professionally.
• Schedule appointments and manage calendars for insurance agents.
• Prepare, organize, and maintain client files and insurance documents.
• Process applications, policy changes, renewals, and cancellations.
• Verify the accuracy of customer information and documentation.
• Assist clients with general inquiries and direct them to the appropriate agent.
• Maintain office supplies and support daily office operations.
• Enter and update data in insurance management systems.
• Ensure confidential client information is handled securely and in compliance with company policies.
• Assist with billing, payments, and other administrative tasks as needed.

Skills

Scheduling

Data entry

Customer service

Billing

Job description

• Answer phone calls, emails, and greet clients professionally.
• Schedule appointments and manage calendars for insurance agents.
• Prepare, organize, and maintain client files and insurance documents.
• Process applications, policy changes, renewals, and cancellations.
• Verify the accuracy of customer information and documentation.
• Assist clients with general inquiries and direct them to the appropriate agent.
• Maintain office supplies and support daily office operations.
• Enter and update data in insurance management systems.
• Ensure confidential client information is handled securely and in compliance with company policies.
• Assist with billing, payments, and other administrative tasks as needed.