Overview
We are seeking a highly organized and proactive Insurance office administrator/ TSR to join our team. This role is essential in ensuring the smooth operation in our office and supporting team management. The ideal candidate will possess strong admin experience in office enviroment and excellent communication abilities. Prior experience with insurance indutry using EPIC Broker Management System, Insurance company's portal or a quick computer application learner are desirable
Responsibilities
- Answer and direct phone calls
- Greet and provide general assistance to walk-in visitors
- Collect and distribute incoming mails, emails and faxes
- Scan and distribute policies, cancellations and account statements in EPIC management system
- Generate and log DASH and MVR reports
- Upload New Business into Insurance Company’s Broker Portal, ensure standards for timeliness is met; confirm data integrity and accuracy
- Coordinate with insurance brokers to complete the policy issuance transaction.
Preferred
- Good communication and strong organizational skills with the ability to manage multiple priorities efficiently
- Speaking a second language such as Mandarin and Cantonese will be an asset
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: $18.00-$30.00 per hour
Work Location: In person
