Provide advanced administrative and clerical support to Account Managers, Brokers, and departmental operations
Mentor peers, assist with onboarding and training initiatives, and serve as a resource to strengthen team knowledge and performance
Contribute to special projects and lead efforts to identify and implement process improvements that increase efficiency and effectiveness across the team
Prepare, review, and distribute essential insurance documents such as quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits
Perform policy checks, renewal notifications, and loss run requests to maintain program accuracy and compliance
Accurately document and track all transactions in AMS and other Veracity systems, ensuring transparency, data integrity, and regulatory compliance
Support audits and document reviews by verifying transactions and assisting with internal and external surplus lines requirements
Partner with Sales teams and other departments to deliver responsive service support that enhances client satisfaction and program performance
Manage team and group email inboxes and provide frontline communication support, including phone coverage, to ensure timely and professional responses
Provide reliable backup for administrative functions while upholding confidentiality, professionalism, and a strong customer service orientation
Required to perform other duties as requested, directed, or assigned

High school diploma required; Associate’s or Bachelor’s degree in Business, Finance, Accounting, Risk Management, or a related field preferred
2+ years of insurance or surplus lines industry experience, or a valid Property & Casualty license plus 12+ months of CSR or administrative support experience; must be able to obtain and maintain a Property & Casualty license
Strong knowledge of insurance administrative processes, AMS operations, and related compliance requirements
Proficiency in Microsoft Office (Word, Excel, Outlook), email platforms, and document management systems, with the ability to adapt to new technologies
Excellent organizational and time-management skills, with proven ability to prioritize, meet deadlines, and maintain accuracy in fast-paced environments
Clear and professional communicator with strong interpersonal, customer service, and relationship-building skills
Demonstrated problem-solving and analytical abilities, with experience supporting process improvements, audits, and workflow optimization
Collaborative team contributor with mentoring and training capabilities, a high level of integrity, and accountability for results

Senior Administrative Assistant

Key skills