Administrative Assistant

dv hr solutions; Coral Gables (FL); On-site; USD 35,000 - 45,000; Full time

Job summary

dv hr solutions's client in Coral Gables, FL is seeking an Insurance Account Coordinator to support policy servicing, client communication, and service management on-site. The role emphasizes accurate records, timely policy actions, and a proactive customer experience.

The ideal candidate has 1–2 years of insurance agency experience and P&C knowledge, with strong communication and proficiency in agency software and Microsoft Office. On-site work in Coral Gables, FL is required.

Qualifications

• 1–2 years of insurance agency experience preferred.
• P&C insurance experience preferred across all lines.
• Proficiency in agency management systems and CRMs.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite.
• Onsite work in Coral Gables, FL.

Responsibilities

• Handle inbound client calls and emails professionally and efficiently.
• Assist clients with policy changes, billing inquiries, coverage questions, and account updates.
• Process payments and policy service requests.
• Provide policy documents and insurance information as requested.
• Maintain accurate client records within agency systems.
• Follow up on pending policy changes and underwriting requests.
• Coordinate with insurance carriers regarding policy servicing matters.
• Assist with policy reviews and account maintenance.
• Ensure timely completion of service-related tasks.
• Maintain agency management systems and CRM records.
• Document client interactions accurately and thoroughly.
• Assist with reporting and workflow management.
• Utilise Microsoft Office, Google Workspace, and agency software platforms effectively.
• Partner closely with agency leadership and team members.
• Participate in ongoing training and professional development.
• Contribute ideas for operational improvements and efficiencies.

Skills

Customer service

Policy servicing

Communication skills

Attention to detail

Microsoft Office

CRM/Agency management systems

Multitasking

On-site work

Education

Florida 4-40 License

2-20 license welcomed

Tools

Agency management systems

CRMs

Job description

About Us

Our client is a growing, relationship-driven insurance agency based in Coral

Gables/South Miami, specializing in Property & Casualty Insurance and

serving more than 1,200 policyholders throughout the entire state of Florida.

The agency is built on a philosophy of insurance with integrity, offering

personalized guidance, protection, and peace of mind, and caring for clients

like family.

Position Overview

The Insurance Account Coordinator serves as a key member of the agency’s

client service team and is responsible for supporting policyholders, managing

policy servicing and policy management activities, and delivering an

exceptional customer experience.

The ideal candidate possesses prior Property & Casualty insurance

experience, proficiency in agency management systems, excellent

communication skills, strong attention to detail, and a proactive approach to

client service.

Key Responsibilities

Customer Service & Client Support

• Handle inbound client calls and emails professionally and efficiently.
• Assist clients with policy changes, billing inquiries, coverage questions, and account updates.
• Process payments and policy service requests.
• Provide policy documents and insurance information as requested.
• Maintain accurate client records within agency systems.

Policy Servicing & Policy Management

• Follow up on pending policy changes, updates and underwriting requests.
• Coordinate with insurance carriers regarding policy servicing matters.
• Assist with policy reviews and account maintenance.
• Ensure timely completion of service-related tasks.

Administrative & Operational Support

• Maintain agency management systems and CRM records.
• Document client interactions accurately and thoroughly.
• Assist with reporting and workflow management.
• Utilise Microsoft Office, Google Workspace, and agency software platforms effectively.

Team Collaboration

• Partner closely with agency leadership and team members.
• Participate in ongoing training and professional development.
• Contribute ideas for operational improvements and efficiencies.

Required Qualifications

• 1–2 years of insurance agency experience preferred.
• Property & Casualty (P&C) insurance experience strongly preferred, across all lines.
• Active Florida 4-40 Customer Representative License preferred. 2-20 welcomed.
• Proficiency in agency management systems and CRMs.
• Experience with policy servicing and policy management.
• Strong customer service and relationship-building skills.
• Proficiency with Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Ability to work onsite in Coral Gables/South Miami, Florida.

Preferred Qualifications

• English Fluent, Bilingual is a plus.
• Experience working with Allstate, State Farm, independent agencies, or brokerage environments.
• Knowledge of Auto, Homeowners, Renters, and Umbrella Insurance.
• Familiarity with AI tools and workflow automation.
• Interest in long-term career growth within the insurance industry.

Office location:

Coral Gables, FL (next to the Shops at Sunset Place)

Pay: $35,000.00 - $45,000.00 per year

Work Location: In person