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.