Job Description

Job Title: Commercial Insurance / Administrative Assistant

Job Summary

Seeking a detail-oriented, organized, and proactive Commercial Insurance / Administrative Assistant to join a dynamic team. In this role, you will provide administrative and operational support for the commercial insurance division. You will play a key role in ensuring smooth day-to-day operations, fostering positive client relationships, and collaborating with internal stakeholders to drive success.

Responsibilities

• Administrative Support: Assist in the preparation and maintenance of insurance documents, client files, and reports.
• Client Communication: Act as a point of contact for clients and respond to inquiries promptly and professionally.
• Policy Management: Support policy renewals, endorsements, cancellations, and claims submissions.
• Data Entry & Record Keeping: Accurately enter and update client and policy information across multiple systems.
• Account Assistance: Provide support for Account Managers in verifying coverages, processing applications, and quote preparation.
• Compliance: Ensure all workflows comply with industry regulations and company standards.
• Scheduling and Coordination: Schedule appointments, meetings, and other administrative tasks to support the commercial insurance team's efficiency.
• Reporting: Generate and analyze periodic reports to support decision-making and client presentations.
• Continuous Learning: Stay updated on industry knowledge and company products to provide more effective support.

Qualifications/Requirements

• Experience:
  • 1-2 years of experience in administrative roles, preferably within an insurance or financial services setting.
• Skills and Competencies:
  • Strong communication and interpersonal skills.
  • Exceptional organizational skills with the ability to multitask and prioritize effectively.
  • Proficiency in Microsoft Office Suite (Word, Excel, and Outlook).
  • Familiarity with insurance management software preferred.
  • High attention to detail and accuracy.
  • Ability to work both independently and collaboratively in a team environment.
• Industry Knowledge:
  • Basic understanding of commercial insurance concepts, terminology, and processes.
  • Willingness to learn and grow within the field.
• Other Requirements:
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Professional demeanor and customer-focused mindset.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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