Patriot Growth Insurance Services, LLC

Operations Assistant

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Thornwood • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • Ensure the smooth day-to-day operation of the Agency.
  • Streamline processes and optimize communication channels.
  • Manage a wide range of administrative tasks that support the overall functionality of the organization.
  • 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), and 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) with employer match
Applicant Tracking System Keywords

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

Hard Skills & Tools
data entrydocument reviewauditscomplianceinsurance terminologyinsurance policiesinsurance coveragesadministrative tasksvendor managementprocess optimization
Soft Skills
organizational skillscommunication skillsattention to detailteamworkproblem-solvingempathysupportive assistanceprofessional judgmentmultitaskingtime management
Certifications
High School DiplomaGEDAssociate degreeBachelor's degree