About the role
FinEx AI summary
Perform operational and administrative duties supporting insurance sales, including document filing, policy records, and client statements. Coordinate with internal departments, insurers, and clients on premium settlement, commission, and policy collection, and compile daily transaction reports. Requires post-secondary education and at least two years of administrative or operations support experience, preferably in insurance.
Core skills
Insurance operationsAdministrative supportSales supportPremium settlementReport compilationClient liaison