Insurance Brokerage Administrative Assistant

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The A Career

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

📚 Education

👥 B2C

Education • B2C

The A Career is an online learning platform that teaches architects, designers, and engineers practical, job-ready skills to obtain remote work. It offers 100% online courses focused on professional tools and standards (examples: Civil 3D for US subdivisions, furniture design and manufacturing, NYC building code and urban form, plumbing and fire protection budgeting) plus resources like ebooks, a podcast, and career support to help students build portfolios and access remote job opportunities. Courses are sold directly to individuals and emphasize applied projects aligned with industry standards.

📋 Description

• 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

• 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

• Flexible working arrangements • Professional development opportunities