Administrative Assistant / CSR

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.
• Florida 4-40 Customer Representative License preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive).
• Experience with agency management systems such as AMS360 and DocuSign preferred.
• Previous accounting experience preferred.
• Strong attention to detail and ability to maintain accurate records.
• Excellent communication skills, both written and verbal.
• Customer service-oriented mindset with the ability to assist clients professionally.
• Ability to multi-task, prioritize, and manage time efficiently in a fast-paced environment.
• Fluent in English; Spanish proficiency is a plus.
  
  
  

Work Environment:

• In-office position
• Prolonged period of sitting and working in front of a computer.
• Reasonable accommodations can be provided upon request.