Property Insurance Brokerage Administrative Assistant

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. Job Requirements Technical Knowledge & Skills Required: Advanced English Knowledge: upper intermediate, advanced or proficient. Experience: 2+ years of experience in insurance operations, underwriting assistance, or account management. Experience working with U.S. based clients. Versatility: Strong foundational knowledge of both Personal and Commercial property/casualty insurance. Tech Savvy: Experience using Agency Management Systems (e.g., Applied Epic, AMS360) and comparative rating tools. Precision: Exceptional attention to detail when handling banking data, complex legal addresses, and policy compliance forms. Soft Skills Required: Professionalism: Professional attitude and ethical behavior Communication: Solid written and verbal communication skills. Teamwork orientation: Ability to communicate and convey information between expert teams. Organization skills and attention to detail: Ability to self-organize given activities and keep a thorough record of tasks, pointers and process updates. Prioritization skills: Ability to identify, establish and assign priorities. Compliance: Ability to comply when necessary; following orders or specific instructions if needed. Desirable Knowledge & Skills: Manage the day-to-day workflow and output of the department, prioritizing clients. Ensure timely response to clients and prioritization. Perform any other job-related duties as required. Main Tools to Manage During Work Relations: Google Suite: Google Drive, Corporate Gmail, Docs, Sheets. Microsoft Office: Word, Excel. Hubstaff: Web App, Desktop App, and Hubstaff Tasks. Whatsapp: Whatsapp Groups. Zoom: Meetings and Breakout rooms. If you thrive in a fast-paced environment and love analyzing coverage to find the best solutions, we want to hear from you!