Insurance Brokerage Administrative Assistant

We are looking for a detail-oriented Insurance Brokerage Administrative Assistant to manage end-to-end quoting, binding, and policy management processes for both personal and commercial clients.

Our ideal candidate is a highly organized, insurance professional who moves effortlessly between Personal and Commercial lines. You are part analytical detective and part operations powerhouse. You do not just enter data; you actively look for coverage gaps, cross-verify compliance regulations, and ensure that every policy is structurally sound before it is bound.

If you thrive in a fast-paced environment and love analyzing coverage to find the best solutions, we want to hear from you!

WE WILL REQUEST A VOICE NOTE IN ENGLISH FOR THE SCREENING PROCESS

Key Responsibilities for this role:

• Quote & Proposal Generation: Gather client information, verify risk addresses, and run accurate quotes across Personal and Commercial lines.

• Coverage Analysis: Compare policy options, terms, and deductibles to ensure clients get the best possible care and protection.

• Compliance Checking: Audit applications and carrier proposals to ensure strict compliance with state regulations and company guidelines.

• Binding & Processing: Finalize and bind coverage with carriers once the client approves the final proposal.

• Financial Reconciliations: Collect initial premium payments and promptly update banking and internal ledger systems.

• Account Management: Service an active portfolio of property, personal (home/auto), and commercial (liability/BOP) insurance policies.

Technical Knowledge & Skills Required:

• Advanced English Knowledge: upper intermediate, advanced or proficient.

• Experience: 2+ years of experience in insurance operations, underwriting assistance, or account management.

• Experience working with U.S. based clients.

• Versatility: Strong foundational knowledge of both Personal and Commercial property/casualty insurance.

• Tech Savvy: Experience using Agency Management Systems (e.g., Applied Epic, AMS360) and comparative rating tools.

• Precision: Exceptional attention to detail when handling banking data, complex legal addresses, and policy compliance forms.

Soft Skills Required:

• Professionalism: Professional attitude and ethical behavior

• Communication: Solid written and verbal communication skills.

• Teamwork orientation: Ability to communicate and convey information between expert teams.

• Organization skills and attention to detail: Ability to self-organize given activities and keep a thorough record of tasks, pointers and process updates.

• Prioritization skills: Ability to identify, establish and assign priorities.

• Compliance: Ability to comply when necessary; following orders or specific instructions if needed.

Desirable Knowledge & Skills:

• Manage the day-to-day workflow and output of the department, prioritizing clients.

• Ensure timely response to clients and prioritization.

• Perform any other job-related duties as required.

Main Tools to Manage During Work Relations:

• Google Suite: Google Drive, Corporate Gmail, Docs, Sheets.

• Microsoft Office: Word, Excel.

• Hubstaff: Web App, Desktop App, and Hubstaff Tasks.

• Whatsapp: Whatsapp Groups.

• Zoom: Meetings and Breakout rooms.

If you thrive in a fast-paced environment and love analyzing coverage to find the best solutions, we want to hear from you!

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