Property Insurance Brokerage Administrative Assistant

About the role

We are seeking a detail‑oriented Administrative Assistant to support our property insurance brokerage. The role involves managing the full quoting, binding, and policy‑management lifecycle for both personal and commercial clients, while actively identifying coverage gaps and ensuring compliance.

Key responsibilities

• Gather client information, verify risk addresses, and generate accurate quotes for personal and commercial lines.
• Analyze policy options, terms, and deductibles to recommend optimal coverage.
• Audit applications and carrier proposals for strict compliance with state regulations and company guidelines.
• Finalize and bind coverage with carriers after client approval.
• Collect initial premium payments and update banking and internal ledger systems.
• Service an active portfolio of property, personal (home/auto), and commercial (liability/BOP) insurance policies.

Required profile

• 2+ years of experience in insurance operations, underwriting assistance, or account management.
• Experience working with U.S.‑based clients.
• Upper‑intermediate to advanced English proficiency.
• Strong organizational, communication, and teamwork skills.
• Ability to prioritize tasks, maintain detailed records, and follow compliance instructions.

Required skills

• Proficiency with Agency Management Systems such as Applied Epic or AMS360.
• Experience using comparative rating tools.
• Familiarity with Google Workspace (Docs, Sheets, Drive) for workflow management.
• Attention to detail when handling banking data and policy compliance forms.