Insurance Specialist

We are looking for a highly responsible, reliable, trustworthy, and detail-oriented Insurance Specialist who will be responsible for managing and monitoring the company's insurance policies, payments, funds, and related records.

The ideal candidate must be highly knowledgeable in using trackers and spreadsheets, have experience handling insurance-related tasks, and be capable of independently managing responsibilities with minimal supervision.

Key Responsibilities

Manage and maintain accurate insurance trackers and records.

Monitor all active insurance policies and ensure that no policy is missed.

Prepare and process monthly insurance payments accurately and on time.

Handle and monitor insurance funds responsibly and ensure proper documentation of all transactions.

Verify policyholders, payment schedules, dates, and amounts before processing payments.

Reconcile payment records and ensure that all transactions are properly documented.

Coordinate with insurance providers regarding payments, policy concerns, and updates.

Immediately report and resolve any discrepancies or potential issues.

Ensure that all insurance-related tasks are completed within the required deadlines.

Maintain strict confidentiality of insurance and company information.

Qualifications

Highly knowledgeable in Google Sheets/Excel and tracker management.

Excellent attention to detail.

Highly organized and systematic.

Trustworthy and has a strong sense of integrity, especially when handling company funds and financial transactions.

Accountable and takes full ownership of assigned tasks.

Responsible and reliable, especially with time-sensitive transactions.

Able to work independently with minimal supervision.

Good communication and follow-up skills.

Willing to follow established processes and procedures.