Document Control & Filing – Organizes and maintains physical/digital files with accuracy and structure.
Confidentiality Management – Handles sensitive information with strict confidentiality.
Attention to Detail – Reviews documents for completeness, formatting, and compliance.
Time Management – Prioritizes documentation tasks and meets deadlines.
Recordkeeping – Maintains up-to-date logs, registers, and document history.
Knowledge of Document Management Systems (DMS) – Proficient in tools like Microsoft Office, Google Workspace & Basic Canva Editing
Communication Skills – Strong verbal and written communication for phone, email, and in-person interaction.
Multitasking – Efficiently handles phone calls, visitor logs, scheduling, and administrative duties.
Problem Solving – Handles inquiries, concerns, and unexpected situations calmly.
Data Entry & Scheduling – Accurately inputs data, manages appointments, and calendars.
Policy Administration – Prepares, reviews, and processes insurance documents and renewals.
Claims Coordination – Assists with claim filing, requirements checking, and follow-ups.
Client Communication – Explains insurance terms, policy coverage, and updates to clients.
Document Verification – Ensures all policy documents are complete and accurate.
Record Maintenance – Maintains client records, endorsements, and transaction logs.
