Technical Administrative Assistant

Role Overview

• Obtain and maintain a Property & Casualty (P&C) insurance license
• Manage Assistant and group email inboxes promptly and accurately, ensuring timely responses and proper task routing
• Provide phone coverage and frontline communication support for the organization
• Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits
• Conduct policy checks, renewal notifications, and request loss runs
• Ensure proper documentation is prepared, received, reviewed, and submitted accurately and in compliance with surplus lines requirements
• Document and maintain transparency of all transactions within AMS and other company systems
• Assist in internal and external surplus lines audits by verifying transactions, documentation, and regulatory compliance
• Apply strong working knowledge of insurance administrative processes and AMS operations to ensure consistent accuracy and efficiency
• Identify, own, and resolve administrative or documentation issues proactively, escalating appropriately when necessary
• Manage evolving priorities and shifting deadlines independently while maintaining high levels of accuracy and responsiveness
• Support onboarding, training, and mentorship of new or junior administrative team members as needed
• Utilize AI-enabled tools and internal systems to improve efficiency, accuracy, and workflow organization where appropriate
• Support Sales teams with service-related items and administrative needs
• Provide backup support for administrative duties, including mail handling and general office coordination
• Handle sensitive client and financial information with discretion, professionalism, and strict confidentiality
• Contribute to process improvement initiatives and cross-functional projects as assigned
• Maintain regular and timely attendance
• Required to perform other duties as requested, directed, or assigned

Requirements

• High school diploma required
• 2+ years of experience in the surplus lines industry OR valid P&C license plus 12+ months of CSR or administrative support experience
• Experience in administration or accounting preferred
• Experience using Microsoft Word, Excel, Outlook, and related systems preferred
• Strong organizational skills with high attention to detail and accuracy
• Demonstrated ability to work independently with minimal direction
• Excellent written and verbal communication skills, professional and concise in client and internal interactions
• Strong problem-solving skills with a resourceful and solution-focused mindset
• Proficiency in document management systems, email platforms, and core business applications
• Dependable, accountable, and consistent in task execution.

Benefits

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistance programs for support in a healthy personal and work life