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.