Insurance Records Coordinator

About This Role

This remote opportunity is for an Insurance Records Coordinator to maintain accurate, complete, and accessible insurance records. The role is essential for organizing policy documentation, keeping client information up to date, and supporting the smooth day-to-day operations of the insurance team. It suits someone who takes ownership of their work, pays attention to small details, and understands the importance of handling insurance documents accurately and confidentially.

Responsibilities

• Maintain, organize, and update electronic insurance records, including policy documents, applications, endorsements, renewals, and supporting paperwork
• Review insurance files for missing information, incomplete documentation, duplicate records, and data entry errors
• Enter and update client, policy, and coverage information in the company’s records systems and databases
• Scan, upload, label, categorize, and file insurance documents so they can be retrieved quickly when needed
• Track outstanding documentation and follow up with internal team members to obtain missing or corrected information
• Assist with organizing policy records for renewals, audits, account reviews, and routine insurance servicing activities
• Verify that documents are associated with the correct client and policy and that records reflect the latest available information
• Maintain organized digital filing systems and follow established procedures for record retention and document management
• Handle confidential client and policy information responsibly and follow company privacy and security procedures
• Support the insurance operations team with administrative tasks, record requests, document preparation, and file maintenance
• Help identify opportunities to improve recordkeeping procedures and reduce documentation errors

Requirements

• Strong attention to detail and a consistent approach to maintaining accurate records
• Excellent organizational and time-management skills
• Comfortable working with electronic files, databases, spreadsheets, email, and document management systems
• Ability to review documents carefully and identify missing, inconsistent, or inaccurate information
• Good written communication skills and the ability to follow up professionally on outstanding records
• Ability to manage multiple tasks and meet deadlines while working independently in a remote environment
• A dependable, professional approach to handling confidential information
• Willingness to learn insurance terminology, policy documentation requirements, and internal recordkeeping procedures

Nice to have:

• Previous experience in insurance administration, records coordination, document control, data entry, or administrative support