- - - As an Insurance Assistant at Schill Insurance, you are the steady operational support behind the scenes, allowing us to support complex accounts and long-term client relationships. You keep documents accurate, timelines organized, and clients and team members confident that nothing is being missed.
Responsibilities
Client & Team Support• Respond to client inquiries and route requests to the right Strata team member.• Support a consistent, professional client experience across phone, email, and documentation.• Work closely with the Strata team to ensure requests, follow-ups, and timelines stay on track.
Documentation & Policy Administration• Prepare certificates, cover notes, binders, invoices, and related documents with direction from the Strata team.
• Maintain expiry lists and update client records to ensure client files stay current.
• Process policy documents and supporting materials accurately and on time.
• Prepare renewal and new business proposals using information provided by the Strata team.
• Request and process claims loss history reports as needed to support proposals and renewals.
• Ensure policy and claims documentation is complete and properly stored for easy reference.
Billing & Payment Coordination• Support the payment plan program administration.• Work with accounting and the Strata team to monitor receivables and follow up on outstanding balances.• Support accurate billing and documentation processes to reduce errors and delays.
Success Factors
How You Show Up• Calm, responsive, and steady when multiple priorities are in motion• Explicit communicator who follows through and keeps people in the loop• Detail-focused and committed to getting things right the first time• Comfortable taking direction and asking questions when something is unclear• Team-first mindset; notices what needs doing and steps in to help
What You Know• Level 1 general insurance license• Strong working knowledge of Epic and comfort navigating multiple systems• Solid organization skills and ability to manage deadlines and document accuracy• Confidence working with confidential information and handling documentation professionally• Basic understanding of billing processes and a willingness to learn more
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