Administrative Assistant

A client of Insight Global, a growing insurance brokerage, is seeking a highly organized and proactive Administrative Assistant to support their team. This role is essential to maintaining efficient day-to-day operations, ensuring client requests are handled promptly, and supporting the processing of insurance policies and documentation.

The ideal candidate is detail-oriented, responsive, and thrives in a fast-paced environment where priorities shift quickly. You should be comfortable managing multiple tasks at once while maintaining accuracy and professionalism.

Key Responsibilities:
- Provide administrative support to agents and leadership team
- Manage client communications, including emails, follow-ups, and document collection
- Assist with policy processing, renewals, endorsements, and bind requests
- Prepare proposals, invoices, certificates, and other client-facing documents
- Coordinate with insurance carriers and underwriters for quotes and updates
- Track deadlines, renewal timelines, and outstanding items to ensure completion
- Maintain accurate and organized records in internal systems (AMS360/AgencyZoom experience is a plus)
- Support billing and financing processes, including invoicing and payment tracking
- Manage calendars, schedule meetings, and assist with internal coordination
- Identify opportunities to improve efficiency and streamline workflows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

Qualifications:
- 1-3 years of administrative or office experience (insurance or financial services preferred)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficient in Microsoft Office (Outlook, Excel, Word)
- Experience with CRM or agency management systems is a plus

What We're Looking For:
- Highly organized and dependable - nothing falls through the cracks
- Proactive and resourceful - you don't wait to be told what to do
- Strong sense of urgency and accountability
- Professional, polished, and client-focused
- Able to handle confidential information with discretion
- Team player with a positive, can-do attitude


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.