Personal Lines Admin Assistant – Client & Policy Support

Duncan Financial Group; Irwin (Westmoreland County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance including ...

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Duncan Financial Group in Irwin, PA seeks a Personal Lines Administrative Assistant to support the Personal Lines team with policy processing, client communications, and daily operations. You will handle endorsements, proofs of insurance, payments, and data entry in the agency system, ensuring accurate records and timely service.

The role requires organizational skills, strong communication, and the ability to manage multiple tasks in a fast-paced environment, with opportunities for professional

Qualifications

• High School Diploma or equivalent required.
• Previous experience in administrative support or customer service required.
• Insurance or Financial Services industry experience preferred.
• Proficient in Microsoft Office Suite and ability to learn industry-specific systems (Applied Epic).
• Excellent verbal and written communication skills.
• Strong active listening and interpersonal abilities to support internal and external clients.
• Detail-oriented with strong organizational and time management skills.
• Effective problem-solving and analytical capabilities.
• Ability to pass a criminal background check.

Responsibilities

• Provide general administrative assistance to the Personal Lines Insurance team.
• Process endorsements, cancellations, proofs of insurance, and payments.
• Monitor and manage general company inboxes and distribute messages as needed.
• Maintain positive and professional relationships with internal departments to facilitate issue resolution and project completion.
• Attend team and staff meetings.
• Perform receptionist duties including answering and transferring phone calls, taking messages, sorting and distributing incoming mail, and preparing outgoing mail and packages.
• Accurately input client and policy data into the agency management system in a timely manner.
• Identify discrepancies or issues and escalate them to the appropriate Account Manager.
• Handle email and phone communications with professionalism and efficiency.
• Follow all agency systems, policies, and procedures as outlined in the operating manual.
• Assist with general office duties such as ordering supplies, managing office equipment, and maintaining common areas.
• Participate in training sessions and professional development to build insurance knowledge and enhance skill set.
• Perform other duties as assigned.

Skills

Verbal & written communication

Active listening

Interpersonal abilities

Organizational skills

Time management

Problem-solving

Independent work

Criminal background check readiness

Education

High School Diploma or equivalent

Tools

Applied Epic

Microsoft Office Suite

Job description

Duncan Financial Group in Irwin, PA seeks a Personal Lines Administrative Assistant to support the Personal Lines team with policy processing, client communications, and daily operations. You will handle endorsements, proofs of insurance, payments, and data entry in the agency system, ensuring accurate records and timely service.

The role requires organizational skills, strong communication, and the ability to manage multiple tasks in a fast-paced environment, with opportunities for professional