Insurance Associate

Role Description

An Insurance Associate supports insurance operations, policy administration, customer service, claims coordination, documentation, and insurance-related transactions. The role works with customers, insurers, brokers, underwriters, claims teams, and internal departments to ensure policies and requests are processed accurately, efficiently, and in compliance with company procedures and applicable regulations.

Key Responsibilities

• Assist with insurance applications, quotations, renewals, endorsements, amendments, and cancellations.
• Review and verify customer, policy, coverage, and supporting documents.
• Prepare quotations, policy schedules, certificates, forms, and correspondence.
• Coordinate with customers, insurers, brokers, underwriters, and claims teams.
• Support new policy issuance and existing policy administration.
• Assist with claims registration, documentation, processing, and follow-up.
• Review claim forms, invoices, reports, photographs, and supporting documents.
• Follow up on pending applications, renewals, endorsements, claims, approvals, and settlements.
• Respond to customer inquiries regarding policies, coverage, claims, renewals, and processing status.
• Maintain accurate customer, policy, claims, and transaction records.
• Update CRM, insurance administration, and policy-management systems.
• Monitor policy expiry dates, renewal requirements, and outstanding documentation.
• Assist with premium payments, receipts, refunds, and transaction administration.
• Identify discrepancies, missing information, and documentation issues and escalate when required.
• Prepare insurance reports, policy summaries, renewal lists, and management updates.
• Support audits, compliance checks, quality reviews, and process-improvement activities.

Qualifications

• Bachelor's degree or diploma in Insurance, Finance, Business Administration, Risk Management , or a related field.
• Previous experience in insurance operations, policy administration, claims, customer service, or underwriting support is preferred.
• Good understanding of insurance policies, coverage, renewals, endorsements, and claims procedures.
• Strong administrative, documentation, coordination, and follow-up skills.
• Excellent attention to detail and accuracy.
• Strong communication, customer-service, interpersonal, and relationship-management skills.
• Good analytical, problem-solving, time-management, and multitasking abilities.
• Familiarity with insurance systems, CRM platforms, and policy-management software is advantageous.
• Proficiency in Microsoft Office, especially Excel, Word, and Outlook .
• Knowledge of insurance regulations and compliance requirements is advantageous.
• Ability to manage multiple policies, customer requests, claims, and deadlines.
• Relevant insurance qualifications or certifications are advantageous.
• Professional, reliable, proactive, organized, detail-oriented, and customer-focused.
• Strong commitment to accuracy, timely processing, confidentiality, compliance, customer satisfaction, and continuous improvement .