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!
#LI-MS1