Location: Remote • Alaska, Arizona, Florida, Illinois, Kansas, Kentucky, Nevada, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Utah, Virginia • 🇺🇸 United States
Provide comprehensive administrative support to Account Managers, Brokers, and departmental operations to ensure efficient workflow and service excellence
Obtain and maintain a valid Property and Casualty License in compliance with regulatory requirements
Prepare, process, and distribute quotes, finance agreements, Accord applications, bind requests, invoices, and state affidavits accurately and on time
Conduct policy checks, manage renewals, request loss runs, and ensure documentation accuracy and completeness
Record and maintain transparent transaction data within AMS and other Veracity systems, ensuring data integrity and compliance
Assist with internal and external audits by verifying documentation and transaction accuracy
Coordinate meetings, manage calendars, and schedule appointments for team members and leadership
Support Sales and other departments with service-related items, project-based initiatives, and cross-functional communication
Prepare and maintain reports, presentations, and internal materials to support operational goals
Manage shared inboxes, phone coverage, mail handling, and general office support tasks promptly and professionally
Monitor key deadlines for policy renewals, compliance filings, and project milestones to ensure timely completion
Organize and maintain digital and physical files in accordance with recordkeeping and compliance standards
Assist with onboarding and training of new administrative staff and maintain training materials
Identify and contribute to process improvements to enhance efficiency and team performance
Support event and meeting logistics, including setup, coordination, and material preparation
Uphold confidentiality, professionalism, and a strong customer service orientation in all interactions
Maintain regular and timely attendance and demonstrate accountability and consistency in task execution
Professional demeanor with excellent interpersonal and customer service skills
Utilize computer systems, email platforms, and document management tools proficiently to complete daily tasks
Required to perform other duties as requested, directed, or assigned
Requirements
High school diploma required
Minimum of two years of experience in the surplus lines or insurance industry, or a valid Property & Casualty (P&C) license with at least one year of related administrative or CSR experience
Background in administration or accounting preferred
Proficiency in Microsoft Word, Excel, and Outlook preferred
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
interpersonal skillsprofessionalismaccountabilitycommunicationteam performanceconfidentialityservice excellenceorganizational skillsattention to detailcustomer service orientation