What are the responsibilities and job description for the Remote Assistant position at Steve Donigan Insurance Agency, Inc.?
Responsibilities
Provide administrative support to insurance agents, managers, and clients.
Respond to client inquiries via phone, email, or chat in a professional and timely manner.
Process insurance applications, renewals, endorsements, and policy changes.
Prepare, organize, and maintain client records and policy documentation.
Verify and input client information accurately into CRM or policy management systems.
Assist with billing, payment processing, and claims follow-up when needed.
Schedule appointments and coordinate virtual meetings for team members.
Generate routine reports and correspondence as requested by management.
Ensure compliance with company policies, industry standards, and regulatory guidelines.
Maintain confidentiality of all client and company information.
Qualifications
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
1 years of experience in administrative support, customer service, or insurance industry roles.
Familiarity with insurance terminology and processes (auto, home, life, or health insurance preferred).
Proficiency with Microsoft Office (Word, Excel, Outlook) and virtual communication tools (Zoom, Teams, Slack).
Experience with CRM or insurance software systems.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and deadlines in a remote environment.
Reliable internet connection and professional home office setup.