Administrative Assistant

Commercial Street Insurance Advisors d/b/a/Allstate Insurance is a leading insurance agency specializing in providing insurance solutions to meet our clients' diverse needs. We are dedicated to delivering exceptional service, fostering long-term relationships, and ensuring our clients have the coverage they need. We are looking for an organized and detail-oriented Insurance Agency Administrator/sales assistant to join our dynamic team.

Position Summary:

As an Insurance Agency Administrator and sales assistant, you will play a crucial role in ensuring the smooth day-to-day operations of our agency. This position is ideal for a proactive individual with strong communication skills, a customer-centric mindset, and the ability to manage administrative tasks efficiently. You will support our agents and clients, helping to maintain high standards of service.

Key Responsibilities:

Client Support:

◦                      Serve as the first point of contact for clients, answering calls and emails promptly.

◦                      Assist clients with inquiries, policy updates and rewrites, claims processing, and general service needs.

◦                      Schedule appointments for insurance agents and maintain calendars.

Administrative Duties:

◦                      Maintain and update client records in the agency management system.

◦                      Process insurance applications, renewals, endorsements, and cancellations accurately and in a timely manner.

◦                      Assist with policy reviews, ensuring compliance with company guidelines.

◦                      Prepare reports, documents, and correspondence as needed.

Team Support:

◦                      Collaborate with insurance agents to ensure timely follow-up on client requests.

◦                      Coordinate internal communications and assist with training or team meetings.

◦                      Handle billing and invoicing for clients, including tracking payments and issuing reminders.
◦                      Work closely with clients on inspection recommendations.

Compliance & Documentation:

◦                      Ensure all documentation and client records are accurate and in compliance with regulatory standards.

◦                      Maintain a filing system for both physical and digital documents.

Qualifications:

•    High school diploma or equivalent.

•    Prior experience in an administrative or customer service role (insurance experience is a plus).

•    Proficient with office software, especially Microsoft Office Suite.

•    Familiarity with insurance software is a plus.

•    Excellent verbal and written communication skills.

•    Strong organizational skills and attention to detail.

•    Ability to work independently and manage multiple tasks effectively.

Why Join Us:

•    Competitive salary and benefits package.

•    Opportunity to grow and advance within a supportive, team-oriented environment.

•    Comprehensive training and ongoing professional development.

•    Work in a stable, fast-growing industry with a company committed to your success.

Job Location:

 
•    Malden, Massachusetts