What are the responsibilities and job description for the Remote Bookkeeper/ Administrative Assistant for Insurance Agency position at Nexxell Insurance Services?
Position Overview:
The Remote Office / Administrative Assistant/ Life & Health Insurance agent will provide critical support to our insurance operations and office management functions. This role requires a highly organized individual with experience in insurance operations, strong administrative and communication skills, and proficiency in QuickBooks. The ideal candidate will be detail-oriented, proactive, and capable of managing multiple priorities in a fast-paced remote environment.
Key Responsibilities:
Process invoices, track payments, and reconcile accounts using QuickBooks.
Maintain and update client records and insurance policies accurately in company systems.
Assist with insurance claims, policy renewals, and client communications.
Prepare reports, spreadsheets, and presentations as needed to support management and team operations.
Coordinate with insurance carriers and vendors to resolve policy and billing inquiries.
Handle confidential information with the highest level of integrity and discretion.
Qualifications:
Minimum of 1-2 years of experience in insurance industry administrative support or related roles.
Proficiency in QuickBooks for invoicing, bookkeeping, and account reconciliation.
Strong understanding of insurance terminology, policies, and procedures.
Excellent organizational, time management, and multitasking skills.
Professional communication skills, both written and verbal.
Ability to work independently in a remote environment while collaborating effectively with a team.
High level of accuracy and attention to detail.
Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software tools.
Experience with CRM systems
Life & Health Insurance Agent License is a plus
What We Offer:
Fully remote work with flexible scheduling.
Opportunity to work with a growing, client-focused team.
Supportive work culture that values your contributions and growth.
Additional passive income if you hold a Life and Health Insurance Agent License
Salary : $38,400 - $72,000