Administrative Assistant – National Brokerage Placement

Role Overview

• Provide day-to-day administrative support to brokerage placement leadership and team members
• Manage calendars, schedule meetings, and coordinate internal and external communications
• Prepare correspondence, reports, presentations, and meeting materials
• Maintain organized electronic filing systems and documentation
• Assist with data entry and maintain internal databases
• Assist with onboarding documentation and internal workflow processes
• Coordinate meetings, agendas, and action items
• Support process improvements and administrative efficiencies
• Maintain confidentiality of sensitive business information
• Assist with preparation and organization of submission and placement documentation
• Maintain accurate data within agency management systems and internal databases
• Review documents for completeness and compliance with internal standards
• Assist with policy issuance tracking and document distribution

Requirements

• 1–3 years of administrative experience, preferably within insurance, brokerage, or financial services environments
• Familiarity with insurance terminology (preferred)
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
• Ability to manage multiple priorities in a fast-paced environment
• Strong collaboration and problem-solving skills

Benefits

• Health insurance
• 401(k) retirement plan
• Paid time off
• Flexible work arrangements