A boutique commercial insurance consultancy is seeking a highly organized and detail-oriented Administrative Assistant to support day-to-day operations across more than 70 client accounts.

⚠️ Candidate MUST have prior administrative or coordination experience in Commercial Property & Casualty Insurance or Personal Property & Casualty Insurance to be considered.

This role is ideal for someone who thrives in a remote, fast-paced environment and enjoys supporting a small but dynamic team. The ideal candidate is dependable, proactive, and experienced in:

• Managing digital files and records
• Working with insurance policies and related documents
• Handling administrative processes with accuracy and precision

Administrative Assistant Responsibilities:

• Maintain and organize digital client files in OneDrive and the shared drive
• Save, update, and name policy documents and correspondence accurately
• Track client policy renewal dates and assist in marketing policies to multiple carriers
• Update and format insurance schedules using templates
• Review insurance policies and create summaries in company standard format
• Prepare and send year-end client invoices
• Assist with policy comparisons and routine administrative tasks
• Support marketing projects and other operational needs as assigned

Administrative Assistant Requirements:

• 3+ years of administrative experience in an insurance-related setting
• Strong experience with online filing systems like OneDrive or ShareDrive
• Proficient in Microsoft Excel and remote collaboration tools like Zoom
• Able to work independently, manage time effectively, and maintain consistency in work schedule
• Excellent attention to detail, organizational skills, and written communication
• Reliable, responsible, and capable of maintaining confidentiality and professionalism
• Associate’s or Bachelor’s degree is preferred
• Experience summarizing or processing insurance policies, especially commercial P&C, is a plus

Benefits:

• Fully remote role
• Flexible hours within a standard workday
• Supportive, easy-going team with strong mentorship
• Opportunity to grow into a full-time position
• Company-provided computer and remote setup

Apply now!

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