Insurance Administrative Assistant

Job Description

Job Description

Key Responsibilities
Client & Policy Administration
·         Maintain and update client files, policy records, and certificates of insurance.
·         Process policy changes, endorsements, cancellations, and renewals in the agency management system.
·         Issue certificates of insurance (COIs) and auto ID cards upon request.
·         Assist with binding coverage and submitting applications to carriers.

Customer Service
·         Serve as a first point of contact for client inquiries via phone and email.
·         Respond to routine coverage questions and direct complex matters to licensed staff.

Team Support
·         Support producers and account managers with submissions, proposals, and renewal packages.
·         Prepare correspondence, reports, presentations, and marketing materials.
·         Schedule meetings, manage calendars, and coordinate with carriers and underwriters.

Compliance & Documentation
·         Ensure all policy and client documentation meets regulatory and agency standards.
·         Maintain organized electronic and physical filing systems.
·         Track expiration dates, renewal timelines, and follow-up activities.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred.
• 1–2 years of administrative or insurance industry experience preferred.
• Property & Casualty license preferred, or willingness to obtain.
• Strong organizational, communication, multitasking, and attention-to-detail skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.

Working Conditions
·         Full-time, office-based 
·         Fast-paced environment with time-sensitive deadlines.
·         Collaborative team setting with producers, account managers, carrier partners, and leadership.