Patriot Growth Insurance Services, LLC

Operations Assistant

Patriot Growth Insurance Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Kingston • Connecticut • New York • 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), 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 terminologypolicy managementprospect account creationvendor managementsupply orderingmail processing
Soft Skills
organizational skillscommunication skillsattention to detailteamworkproblem-solvingempathysupportive assistancetime managementmultitaskingprofessional judgment
Certifications
High School DiplomaGEDAssociate degreeBachelor's degree