Patriot Growth Insurance Services, LLC

Administrative Assistant

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Office

Location: Destin • Florida • 🇺🇸 United States

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Job Level

Junior

About the role

  • Answer and direct incoming phone calls to the appropriate departments or personnel.
  • Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
  • Distribute Agency emails and carrier notices to appropriate recipients.
  • Assist with facilities and vendor management, including supply ordering and maintenance coordination.
  • Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
  • Perform audits and reviews of new business reports to ensure accuracy and compliance.
  • Manage and distribute policy renewal and expiration reports.
  • Participate in various agency projects as needed or assigned.

Requirements

  • Experience working in an administrative or customer service role (Required).
  • 12 years of experience in the insurance industry, preferably with a Property & Casualty agency (Preferred).
  • High School Diploma/GED (Required).
  • Associate or Bachelors degree in Business Administration or a related field (Preferred).
  • Basic knowledge of commercial and personal lines insurance, including terminology, policies, and coverages.
  • Strong organizational skills and the ability to manage multiple tasks efficiently.
  • Excellent written and verbal communication skills.
  • High attention to detail and accuracy in data entry and document review.
  • Ability to work effectively in a team environment.
  • Strong problem-solving skills with a persistent approach to resolving issues.
  • Ability to provide empathetic and supportive assistance to clients and visitors.
  • Proficiency with Microsoft Office Suite and other administrative software tools.
  • Ability to maintain confidentiality and demonstrate sound professional judgment.
Benefits
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Commuter Transit Programs
  • Company paid Short-Term Disability
  • Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401 (k)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data entryauditscomplianceinsurance terminologypolicy managementprospect account creationvendor managementsupply orderingdocument reviewproject participation
Soft skills
organizational skillscommunication skillsattention to detailteamworkproblem-solvingempathysupportive assistanceprofessional judgmentmultitaskingtime management
Certifications
High School DiplomaGEDAssociate degreeBachelor's degree