Hybrid Client Services Assistant Manager

The Fedeli Group; Independence Township (OH); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional office environment

Job summary

The Fedeli Group in Ohio is seeking an Insurance Administrative Assistant to support Client Managers and Producers with daily service needs, renewals, and documentation.

You will handle invoices, binders, endorsements, and policy releases, maintain electronic files, and participate in special projects. A valid Ohio P&C license is preferred, with hybrid schedule flexibility. Strong computer skills and organization are essential.

Qualifications

• High School diploma or GED required.
• Bachelor’s Degree preferred.
• Experience with Applied EPIC agency management system.
• Active Ohio P&C license or pending.
• Knowledge of commercial lines coverage.

Responsibilities

• Assist Client Managers, Client Executives and Producers with daily service needs.
• Prepare binders, certificates, auto IDs, endorsements, policies and releases.
• Prepare invoice transactions and finance agreements.
• Assist in renewals submissions 90–120 days before expiration.
• Maintain electronic files and activity documentation.

Skills

Strong Computer Skills

Strategic Thinking

Decision Making

Communications

Presentation Skills

Education

High School diploma or GED

Bachelor’s Degree

Ohio P&C license (active or pending)

Tools

Applied EPIC agency management system

Job description

The Fedeli Group in Ohio is seeking an Insurance Administrative Assistant to support Client Managers and Producers with daily service needs, renewals, and documentation.

You will handle invoices, binders, endorsements, and policy releases, maintain electronic files, and participate in special projects. A valid Ohio P&C license is preferred, with hybrid schedule flexibility. Strong computer skills and organization are essential.