Personal Lines Administrative Assistant

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

Personal Lines Administrative Assistant

Position Summary:

The primary function of this role is to provide critical administrative and client support to the Personal Lines department. Working under the direction of the Director of Personal Lines Sales & Operations, this role is responsible for assisting Account Managers with policy management, documentation, client communication, and daily operational tasks. The Assistant plays a key role in maintaining accurate records, ensuring prompt service, and supporting the team’s commitment to delivering high-quality insurance solutions to clients.

Key Responsibilities:

Client and Team Support

• Provide general administrative assistance to the Personal Lines Insurance team.
• Process endorsements, cancellations, proofs of insurance, and payments.
• Monitor and manage general company in boxes 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.

Administrative and Policy Processing

• 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 escalte them to the appropriate Account Manager.

Operational Support

• 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.

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 (Word, Excel, Outlook, PowerPoint) and ability to learn industry-specific systems, i.e., 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 capabilitiesAbility to manage multiple priorities and work independently in a fast-paced environment
• Ability to pass a criminal background check, as permitted by law

Physical Requirements:

• Frequently sit, stand, and walk
• Regularly required to talk or hear
• Frequently required to use hands or fingers to handle or feel objects, tools, or controls
• Occasionally required to climb or balance, stoop, kneel, crouch or crawl
• Occasionally lift and/or move up to 25 pounds
• Vision abilities to include close vision, distance vision, peripheral vision, and the ability to adjust focus
• The noise level in the work environment is usually moderate
• Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Hours:

Monday-Friday, 8:30am-5:00pm

Office Location:

311 Main Street, Irwin, PA 15642

• Competitive Compensation
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies:

Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.