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Insurance Admin Assistant information

What are the key skills and qualifications needed to thrive as an insurance admin assistant?

To thrive as an Insurance Admin Assistant, you need strong organizational skills, attention to detail, and a background in administrative support, often supported by a high school diploma or equivalent. Familiarity with insurance management software, Microsoft Office Suite, and document management systems is typically required. Excellent communication, time management, and problem-solving abilities help you efficiently support clients and colleagues. These skills ensure accurate record-keeping, smooth workflow, and effective customer service in a fast-paced insurance environment.

What is an insurance admin assistant?

Insurance Admin Assistants are professionals who provide administrative support within insurance companies or agencies. Their duties often include processing insurance applications, managing client records, handling correspondence, and assisting agents or underwriters with various clerical tasks. They play a key role in ensuring smooth office operations and maintaining accurate documentation. Strong organizational skills, attention to detail, and proficiency with office software are important for this role.

What are some typical challenges faced by an insurance admin assistant and how can they be managed?

Insurance Admin Assistants often juggle multiple tasks such as processing policy documents, handling client inquiries, and maintaining accurate records. A common challenge is managing high volumes of paperwork and meeting tight deadlines, especially during peak renewal seasons. Staying organized through digital tools, maintaining clear communication with both clients and team members, and regularly updating knowledge on insurance procedures can help manage these demands effectively. Collaboration with underwriters, agents, and claims adjusters is also essential to ensure smooth workflow and minimize errors.

What does an insurance admin assistant do?

An insurance admin assistant provides administrative support within an insurance office, handling tasks such as processing policies, managing client records, scheduling appointments, and assisting with claims. They often use office software and insurance-specific systems to ensure smooth operations and accurate documentation.
What are popular job titles related to Insurance Admin Assistant jobs in Florida? For Insurance Admin Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Insurance Admin Assistant jobs in Florida look for? The top searched job categories for Insurance Admin Assistant jobs in Florida are:
What cities in Florida are hiring for Insurance Admin Assistant jobs? Cities in Florida with the most Insurance Admin Assistant job openings:
Insurance Admin Assistant jobs near you
Infographic showing various Insurance Admin Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 19% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Tax and Insurance Administrator

BankUnited

Miami Lakes, FL • On-site

Full-time

Re-posted 16 days ago

BankUnited rating

8.0

Company rating: 8.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description

SUMMARY: The role of Tax and Insurance Administrator encompasses basic accounting, account posting, reconciliation, analysis, assistance with special projects and related clerical duties in the Accounting/Finance area. It involves the preparation and use of various forms, reports, records and systems applications according to specific instruction and defined accounting policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
  • Assist with submitting and maintaining information on insurance claims.
  • Assist with annual insurance application renewals; working internally with different departments to gather information.
  • Work closely with insurance consultants to maintain clear and organized workpapers, documents, copies of policies, etc.
  • Assist with all internal and external insurance requests.
  • Generate organized tax workpapers, reconciliations and other schedules.
  • Assist with non-complex Federal and State tax return workpapers.
  • Assist in gathering information for ongoing tax examinations and inquiries, as applicable.
  • Assist in responding to tax notices received from various governmental agencies.
  • Copy and scan tax documents into document storage system, Tax and Insurance Files.
  • Assist with submitting payments for tax, insurance, and other associated professional services.
  • Assistance with special projects within the Accounting/Finance areas.
  • Assistance with scheduling certain meetings.
  • Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

EDUCATION
HS Diploma or GED required.
EXPERIENCE
  • < 1 Year related experience and/or training preferred.

ADDITIONAL INFORMATION
  • Candidates residing in locations within BankUnited's footprint may be given preference.

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