Insurance Administrative Assistant

Steele Insurance Associates, Inc.; St. Clairsville (OH); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

401(k) matching

Performance bonus

Company parties

Competitive salary

Health insurance

Advancement opportunities

Paid time off

Job summary

Steele Insurance Associates, Inc. is seeking a full-time administrative professional in Ohio to support client and policy administration.

You'll maintain client files, process changes, issue COIs, and assist with binding coverage and carrier submissions. In addition, you'll handle customer inquiries, support producers with submissions and renewals, prepare reports and marketing materials, and coordinate meetings with carriers.

Qualifications

• High school diploma required; degree preferred.
• 1–2 years of administrative or insurance experience.
• Property & Casualty license preferred or willingness to obtain.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Maintain and update client files, policy records, and COIs.
• Process policy changes, endorsements, cancellations, and renewals.
• Issue COIs and auto ID cards on request.
• Assist with binding coverage and submitting carrier applications.
• Serve as first contact for client inquiries by phone and email.
• Direct routine questions to licensed staff.
• Support producers with submissions, proposals, and renewals.
• Prepare correspondence, reports, and marketing materials.
• Schedule meetings and coordinate with carriers and underwriters.
• Ensure policy and client docs meet regulatory standards.
• Maintain organized filing systems.
• Track expiration and renewal timelines.

Skills

Organizational skills

Communication skills

Multitasking

Attention to detail

Education

High school diploma required; Associate's or Bachelor's degree preferred

Tools

MS Office Suite (Word, Excel, Outlook)

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off

Key Responsibilities

Client & Policy Administration

• 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.

Customer Service

• Serve as a first point of contact for client inquiries via phone and email.
• Respond to routine coverage questions and direct complex matters to licensed staff.

Team Support

• 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.

Compliance & Documentation

• Ensure all policy and client documentation meets regulatory and agency standards.
• Maintain organized electronic and physical filing systems.
• Track expiration dates, renewal timelines, and follow-up activities.

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.

Working Conditions

• Full-time, office-based
• Fast-paced environment with time-sensitive deadlines.
• Collaborative team setting with producers, account managers, carrier partners, and leadership.