Administrative Assistant

Description

Job Summary: A professional to perform administrative, financial, and customer service routines at an insurance brokerage, ensuring organization and operational support. Key Highlights: 1. Perform administrative and financial routines of the insurance brokerage 2. Support the sales team and the brokerage manager 3. Organize documents, contracts, and files **Responsibilities and Duties:** * Perform the brokerage's **administrative routines**, ensuring internal process organization and deadline compliance; * Conduct **follow-up and collection of outstanding installments**, maintaining contact with clients and recording collection feedback; * Send **invoices and payment receipts** to clients, ensuring all information is accurate and up-to-date; * Handle **payment method changes with insurance companies**, according to client requests and insurers' policies; * Initiate **insurance claims** with insurance companies, tracking progress and providing customer support throughout the entire process; * Request **towing services and other assistance** from insurance companies, as required by the client and covered under the policy; * Open and track service requests for **windshield, headlight, taillight, mirror, and other part replacements**, ensuring agility and customer satisfaction; * Manage **commission receipts and disbursements** with insurance companies, verifying entries and reports; * Perform **financial reconciliation and receipt control**, keeping data updated and aligned with accounting standards; * Support the **sales team and the brokerage manager** in administrative and operational tasks; * Organize **physical and digital documents, contracts, and files**, maintaining information traceability; * Prepare **administrative reports and metrics**, supporting management and operational monitoring of the brokerage. **Requirements:** * **Education:** Completed high school; a bachelor's degree in Administration, Accounting, Financial Management, or related fields is preferred; * **Experience:** Prior experience in administrative and/or financial routines; * **Technical Knowledge:** * Intermediate Microsoft Office suite (especially Excel); * Basic knowledge of financial reconciliation and receipt control; * Experience in insurance brokerages, car dealerships, or related administrative areas is desirable; * Familiarity with ERP systems or insurance management platforms is a plus. Minimum Educational Qualification: Bachelor's Degree * Health Insurance * Meal Voucher * Transportation Allowance