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Property Insurance Brokerage Administrative Assistant

Role overview

Qualifications

  • Detail-oriented
  • Highly organized
  • Experience in personal and commercial insurance

Responsibilities

  • Gather client information and run accurate quotes across Personal and Commercial lines
  • Compare policy options, terms, and deductibles to ensure best care and protection
  • Audit applications and carrier proposals for compliance with regulations
  • Finalize and bind coverage with carriers once the proposal is approved

About the company

The A Career logo

The A Career

The A Career es una plataforma de aprendizaje online enfocada en enseñar y dar oportunidades de trabajo en el área de la construcción y el diseño. Queremos que aprendas a usar las herramientas que el mercado laboral está demandando, para que consigas un trabajo bajo tus condiciones. Aprende con nuestros cursos, conviértete en un alumno destacado y accede a ofertas de trabajo remoto con nuestros clientes en Estados Unidos.

Company details

Company size51 - 200

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Job description

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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