Insurance Brokerage Administrative Assistant

The A Career

Insurance Brokerage Administrative Assistant handling quoting, binding, and policy management for personal and commercial insurance. Requires expertise in insurance operations and advanced English proficiency.

Posted 8/1/2026full-timeRemote • 🇧🇷 BrazilJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in insurance operations, including quote and proposal generation, compliance checking, and account management for personal and commercial insurance policies. Proficient in using Agency Management Systems and ensuring precision in financial reconciliations and policy compliance.

Highest-signal resume keywords

Insurance Operations ExperienceAdvanced English ProficiencyPersonal And Commercial Insurance KnowledgeAgency Management Systems ExperienceAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quote GenerationProposal GenerationCoverage AnalysisCompliance CheckingFinancial ReconciliationAccount ManagementRisk AssessmentPolicy ComplianceClient ServicePremium Collection

Soft Skills

VersatilityAttention To Detail

Tools & Technologies

Applied EpicAMS360Comparative Rating Tools

Industry Keywords

Personal InsuranceCommercial InsuranceProperty/Casualty InsuranceU.S. Based ClientsState Regulations

About the role

Key responsibilities & impact

Quote & Proposal Generation: Gather client information, verify risk addresses, and run accurate quotes across Personal and Commercial lines.
Coverage Analysis: Compare policy options, terms, and deductibles to ensure clients get the best possible care and protection.
Compliance Checking: Audit applications and carrier proposals to ensure strict compliance with state regulations and company guidelines.
Binding & Processing: Finalize and bind coverage with carriers once the client approves the final proposal.
Financial Reconciliations: Collect initial premium payments and promptly update banking and internal ledger systems.
Account Management: Service an active portfolio of property, personal (home/auto), and commercial (liability/BOP) insurance policies.

Requirements

What you’ll need

2+ years of experience in insurance operations, underwriting assistance, or account management
Advanced English Knowledge: upper intermediate, advanced or proficient
Versatility: Strong foundational knowledge of both Personal and Commercial property/casualty insurance
Experience working with U.S. based clients
Tech Savvy: Experience using Agency Management Systems (e.g., Applied Epic, AMS360) and comparative rating tools
Precision: Exceptional attention to detail when handling banking data, complex legal addresses, and policy compliance forms

Benefits

Comp & perks

Flexible working arrangements
Professional development opportunities