What are the responsibilities and job description for the Administrative Assistant / CSR position at Fortitude Insurance Solutions?
Benefits :
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Overview :
The Insurance Agency Administrative Assistant plays a key role in supporting daily operations within the agency. This position involves managing administrative tasks, maintaining accurate records, assisting agents and clients, and ensuring smooth workflow within the office. The ideal candidate is detail-oriented, organized, and capable of handling multiple tasks in a fast-paced insurance environment.
Key Responsibilities :
Provide administrative support to agents and office staff to ensure efficient operation of the agency.
Assist with processing policy applications, renewals, endorsements, cancellations, and claims.
Maintain and update client records in the agency management system, ensuring accuracy and completeness.
Prepare and distribute client documents, including certificates of insurance, invoices, and policy documents.
Answer phones, direct calls, and assist clients with inquiries related to policies, billing, and documentation.
Coordinate with insurance carriers to obtain quotes, process endorsements, and follow up on pending requests.
Assist with client communications, including responding to emails and scheduling appointments.
Support the sales team by preparing proposals and organizing client files.
Ensure compliance with company policies, industry regulations, and proper documentation to minimize errors & omissions (E&O) risks.
Assist in maintaining a paperless environment through electronic record-keeping and document management.
Perform other administrative duties as assigned by management.
Skills and Qualifications :
Prior experience in an administrative role within an insurance agency preferred.
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