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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
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.
After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.
Marcus Rivera
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The A Career

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The A Career