Overview
We are seeking a highly organized and proactive Insurance Brokerage Office Administrator to join our team. This role is essential in ensuring the smooth operation of our office, supporting team management, and providing exceptional service to clients. The ideal candidate will possess strong administrative skills, experience in office enviroment, and excellent communication abilities. Prior experience with insurance indutry using EPIC Broker Management System, Insurance company's portal and a quick computer application learner are desirable.
Responsibilities
- Answer and direct phone calls
- Greet and provide general assistance to visitors
- Collect and distribute incoming mails, emails and faxes
- Scan and distribute policies, cancellations and account statements in EPIC management system
- Carry out administrative duties such as copying, scanning etc. on an as required basis.
- Organize and coordinate internal and external company events
- Ensure operation of equipment by coordinating preventive maintenance service calls; calling for repairs; and maintaining equipment inventories
- Generate DASH and MVR reports
- Upload New Business into Insurance Company’s Broker Portal, ensure standards for timeliness is met; confirm data integrity & accuracy
- Follow up on Incomplete Underwriting Information with Brokers
- Coordinate and complete significant special projects independently or in cooperation with other groups as directed
Preferred
- Previous insurance office experience in a professional setting
- Strong organizational skills with the ability to manage multiple priorities efficiently
- Good communication skills, both verbal and written, with a focus on professional phone etiquette
- Speaking a second language such as Mandarin and Cantonese will be an asset
- Experience with insurer portals and EPIC BMS system
This role is ideal for candidates who thrive in fast-paced environments and are strong attention to detail and accuracy. We value proactive individuals who are eager to contribute to a collaborative team while supporting the operational needs of our insurance brokerage
Pay: $17.20-$30.09 per hour
Work Location: In person
