About the Role:

The Insurance Coordinator supports the Insurance Team by assisting with the processing, organization, and management of insurance information and requests for clients. This role works closely with team members to ensure insurance-related documents are handled accurately, deadlines are tracked, and client requests are processed efficiently.

The ideal candidate is tech-savvy, detail-oriented, and comfortable working with computer systems and digital documentation. A strong spirit of teamwork, a can-do attitude, and a willingness to learn new industry-specific software are essential to succeeding in this role.

Key Responsibilities:

• Work collaboratively with the Insurance Team to process insurance information and client requests.
• Review, organize, and manage insurance-related documents using PDF document management systems.
• Maintain and update digital records to ensure information is accurate and accessible.
• Use Microsoft Outlook Calendar to track important deadlines, follow-ups, and insurance-related timelines.
• Utilize Microsoft Excel to organize information, maintain spreadsheets, and track insurance data.
• Assist with processing incoming insurance requests and ensuring they are directed or completed appropriately.
• Monitor deadlines and help ensure timely completion of assigned insurance tasks.
• Communicate with internal team members regarding insurance information, documentation, and outstanding requests.
• Spend approximately 0–25% of the shift on the phone, with the primary focus being administrative and document-processing responsibilities.

Qualifications & Skills:

Important Skills:

• Strong administrative and organizational abilities.
• Proficiency with Microsoft Excel, including spreadsheet management and data organization.
• Familiarity with Microsoft Outlook and calendar management.
• Experience working with PDF documents and digital document management systems.
• Strong computer proficiency and comfort navigating different software programs.
• Ability to learn new, relatively straightforward computer programs and industry-specific software.
• Excellent attention to detail and accuracy when handling insurance information.
• Effective written and verbal communication skills.
• Ability to manage deadlines and prioritize multiple assignments.
• Strong teamwork and collaboration skills.

Ideal Personality & Mindset:

• Team-oriented: Enjoys working collaboratively and contributing to the success of the entire team.
• Can-do attitude: Approaches assignments with a positive mindset and willingness to find solutions.
• Detail-oriented: Carefully reviews documents and information to minimize errors and maintain accuracy.
• Adaptable: Comfortable learning new software, systems, and processes.
• Proactive: Takes initiative, follows through on responsibilities, and stays ahead of deadlines.
• Dependable: Demonstrates accountability and consistency in completing assigned work.
• Organized: Maintains structured records and manages competing priorities effectively.
• Willing to learn: Demonstrates curiosity, flexibility, and openness to developing new skills.

Tools & Technologies:

• PDF document management systems.
• Microsoft Excel.
• Microsoft Outlook and Outlook Calendar.
• Computer-based administrative and document management systems.
• Industry-specific insurance software and internal systems.

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment:

• Days: Monday–Friday
• Hours: 8:30 AM–5:00 PM Pacific Time.
• Overtime: Some paid overtime may be required as necessary.

This is an administrative support role within the Insurance Team, primarily focused on document processing, data organization, deadline tracking, and collaboration with internal team members.

Compensation:

• $5/hour.
• All raises and bonuses are at the discretion of the client.