Administrative Assistant

Craig Bradford Associates; Quakertown (Bucks County); On-site; USD 35,000 - 55,000; Full time

Job summary

Craig Bradford Associates is seeking a Sales Support/Administrative Assistant to back a busy sales team and deliver exceptional customer service. The role offers diverse responsibilities, from preparing proposals and managing databases to processing applications and scheduling client meetings.

Ideal candidates bring at least 1 year in insurance or finance, strong organizational and communication skills, and the ability to multitask in a small-team environment.

Qualifications

• 1 year of insurance agency, insurance or finance experience preferred.
• Professional demeanor with a positive, can-do attitude.
• Outstanding customer service and communication skills.
• Strong organizational skills with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated and able to work independently with minimal supervision.
• Comfortable working in a collaborative, small-office team environment.
• Strong written, verbal, and basic math skills.
• Proficiency in Word, Excel, Outlook and general computer applications.

Responsibilities

• Provide administrative and sales support to ensure client and producer experience is seamless.
• Prepare sales proposals, quotes, presentations, and spreadsheets.
• Maintain and update client and contact databases.
• Process insurance applications and follow up on outstanding items.
• Schedule appointments with clients and prospective customers.
• Respond to client service requests promptly and professionally.
• Assist with marketing initiatives and campaigns.
• Answer incoming phone calls and direct inquiries appropriately.
• Track insurance licensing renewals and continuing education requirements.
• Monitor and reconcile commission activity; prepare monthly sales activity and commission reports.
• Maintain office supplies and current marketing materials.

Skills

Organizational skills

Customer service

Communication skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Database familiarity

Multitasking

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Databases

Job description

Are you an organized, detail-oriented professional who enjoys supporting a busy sales team and delivering exceptional customer service? We're partnering with a well-established independent insurance brokerage seeking a Sales Support/Administrative Assistant to join their growing team.

This is an excellent opportunity for someone who thrives in a fast-paced, team-oriented environment and is looking for long-term career growth within a respected organization. If you enjoy wearing multiple hats, staying organized, and helping a team succeed, we'd love to hear from you.

What You'll Do

As a key member of the team, you'll provide administrative and sales support while helping to ensure seamless experience for clients and producers.

Key Responsibilities

• Prepare sales proposals, quotes, presentations, and spreadsheets
• Maintain and update client and contact databases
• Process insurance applications and follow up on outstanding items
• Schedule appointments with clients and prospective customers
• Respond to client service requests promptly and professionally
• Assist with marketing initiatives and campaigns
• Answer incoming phone calls and direct inquiries appropriately
• Track insurance licensing renewals and continuing education requirements
• Monitor and reconcile commission activity
• Prepare monthly sales activity and commission reports
• Maintain office supplies and current marketing materials
• Provide additional administrative support as needed

What We're Looking For

• 1 year of insurance agency or insurances or finance experience preferred
• Professional demeanor with a positive, "can-do" attitude
• Outstanding customer service and communication skills
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Self-motivated and able to work independently with minimal supervision
• Comfortable working in a collaborative, small-office team environment
• Strong written, verbal, and basic math skills
• Proficiency in Microsoft Word, Excel, Outlook, databases, and general computer applications

Why Consider This Opportunity?

• Join a well-established and respected independent insurance brokerage
• Collaborative, supportive, and team-focused culture
• Diverse responsibilities that keep every day interesting
• Opportunity for professional growth and advancement
• Work with a company that values exceptional client service and employee development