Insurance Brokerage Administrative Assistant

About the role

We are seeking a detail‑oriented Insurance Brokerage Administrative Assistant to manage end‑to‑end quoting, binding, and policy administration for personal and commercial clients. The ideal candidate moves seamlessly between personal and commercial lines, combining analytical rigor with operational efficiency.

Key responsibilities

• Gather client information, verify risk details, and generate accurate quotes for personal and commercial lines.
• Compare policy options, terms, and deductibles to ensure optimal coverage for clients.
• Audit applications and carrier proposals to maintain strict compliance with state regulations and company guidelines.
• Finalize and bind coverage once proposals are approved.
• 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

• Upper‑intermediate to advanced English proficiency.
• 2+ years of experience in insurance operations, underwriting assistance, or account management.
• Experience working with U.S.‑based clients.
• Strong foundational knowledge of both personal and commercial property/casualty insurance.
• Professional attitude, strong communication, teamwork orientation, and excellent organizational skills.

Required skills

• Proficiency with Agency Management Systems such as Applied Epic and AMS360.
• Experience using comparative rating tools.