Insurance Administrative Assistant

Steele Insurance Associates, Inc.; St. Clairsville (OH); Hybride; USD 40 000 - 52 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Résumé du poste

Steele Insurance Associates, Inc. is seeking an organized administrative professional to support client files, policy changes, and renewals in a fast-paced office in Ohio. You will issue COIs, prepare documents, and coordinate with carriers.

The role requires strong organizational skills, attention to detail, and proficiency in MS Office. Prior insurance experience and licensing are preferred, with opportunities for advancement and a stable, full-time schedule.

Qualifications

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

Responsabilités

• Maintain and update client files, policy records, and COIs.
• Process policy changes, endorsements, cancellations, and renewals in the agency management system.
• Issue COIs and auto ID cards upon request.
• Assist with binding coverage and submitting applications to carriers.

Connaissances

Organization

Communication

Multitasking

Attention to detail

Formation

High school diploma

Associate's or Bachelor's degree preferred

Outils

MS Office

Agency management system

Description du poste

Benefits:

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

Key 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.

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.