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 end‑to‑end quoting, binding, and policy administration for both personal and commercial clients, ensuring accuracy and compliance at every step.

Key responsibilities

• Gather client information, verify risk details, and generate accurate quotes for personal and commercial lines.
• Analyze coverage options, compare terms and deductibles, and recommend optimal solutions.
• Audit applications and carrier proposals to ensure strict compliance with state regulations and internal guidelines.
• Finalize and bind coverage once clients approve proposals.
• Collect initial premium payments and update banking and internal ledger systems.
• Maintain an active portfolio of property, personal (home/auto), and commercial (liability/BOP) policies.

Required profile

• Upper‑intermediate to advanced proficiency in English.
• Minimum 2 years experience in insurance operations, underwriting assistance, or account management, preferably with U.S. clients.
• Strong foundational knowledge of both personal and commercial property/casualty insurance.
• Excellent attention to detail, especially when handling financial data and compliance forms.
• Professional attitude, strong communication skills, and ability to work collaboratively across teams.

Required skills

• Experience with Agency Management Systems such as Applied Epic or AMS360.
• Proficiency using comparative rating tools.
• Comfort with standard office software (e.g., Google Workspace).