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Review insurance-related invoices against supporting documentation, identify discrepancies or missing information, and coordinate resolution as needed; ensure invoices and related correspondence are properly saved/organized. Manage certificate of insurance (COI) requests end-to-end, including intake, coordination of issuance, follow-up, tracking, review for completeness, and distribution to stakeholders. Maintain organized, audit-ready insurance files by ensuring documentation is complete (e.g., quotes, binding documentation, invoices, policies, endorsements, and applicable correspondence) and easy to retrieve. Coordinate meetings for the Insurance Risk Management team, including scheduling and tracking follow-ups/actions. Maintain a clear, centralized to-do list of outstanding requests, responsible parties, and due dates; proactively follow up to keep items on track. Support claims administration by keeping claim files current, updating a claims tracking spreadsheet (parties, status, key dates, open items), and tracking outstanding information requests through to completion. Develop and format internal presentations and status materials needed by the Insurance team.
Job Responsibility
Review insurance-related invoices against supporting documentation, identify discrepancies or missing information, and coordinate resolution as needed
ensure invoices and related correspondence are properly saved/organized
Manage certificate of insurance (COI) requests end-to-end, including intake, coordination of issuance, follow-up, tracking, review for completeness, and distribution to stakeholders
Maintain organized, audit-ready insurance files by ensuring documentation is complete (e.g., quotes, binding documentation, invoices, policies, endorsements, and applicable correspondence) and easy to retrieve
Coordinate meetings for the Insurance Risk Management team, including scheduling and tracking follow-ups/actions
Maintain a clear, centralized to-do list of outstanding requests, responsible parties, and due dates
proactively follow up to keep items on track
Support claims administration by keeping claim files current, updating a claims tracking spreadsheet (parties, status, key dates, open items), and tracking outstanding information requests through to completion
Develop and format internal presentations and status materials needed by the Insurance team
Requirements
Strong organizational skills and attention to detail
able to manage multiple priorities and deadlines
Prior experience of 2 to 3 years in insurance industry would be considered an asset
Clear written and verbal communication skills and a professional, service-oriented approach
Proficiency with Microsoft Office, especially Excel (tracking logs/spreadsheets) and PowerPoint (internal presentations), plus Outlook/Teams for coordination
Experience in insurance, claims, risk, contracts administration, finance/procurement, or similar administrative support is preferred
Demonstrated discretion in handling confidential or sensitive information