Insurance Admin & Client Services Specialist

STEELE INSURANCE ASSOCIATES INC; St. Clairsville (OH); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Health insurance

Paid time off

Opportunity for advancement

Job summary

Steele Insurance Associates Inc. in Ohio seeks a full-time Administrative Specialist to maintain client files, process policy changes, issue COIs, and assist with bindings and renewals. You will work with producers, account managers, and carriers in a fast-paced office environment.

The role requires strong organizational and communication skills, proficiency with Microsoft Office, and the desire to advance within a collaborative team that values accuracy and regulatory compliance.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred.
• 1–2 years of administrative or insurance industry experience preferred.
• Property & Casualty license preferred, or willingness to obtain.
• Strong organizational, communication, multitasking, and attention-to-detail skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.

Responsibilities

• Maintain and update client files, policy records, and certificates of insurance.
• Process policy changes, endorsements, cancellations, and renewals in the agency management system.
• Issue certificates of insurance (COIs) and auto ID cards upon request.
• Assist with binding coverage and submitting applications to carriers.
• Support producers and account managers with submissions, proposals, and renewal packages.
• Prepare correspondence, reports, presentations, and marketing materials.
• Schedule meetings, manage calendars, and coordinate with carriers and underwriters.

Skills

Organizational skills

Communication skills

Multitasking

Attention to detail

Microsoft Office

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

Property & Casualty license

Job description

Steele Insurance Associates Inc. in Ohio seeks a full-time Administrative Specialist to maintain client files, process policy changes, issue COIs, and assist with bindings and renewals. You will work with producers, account managers, and carriers in a fast-paced office environment.

The role requires strong organizational and communication skills, proficiency with Microsoft Office, and the desire to advance within a collaborative team that values accuracy and regulatory compliance.