Patriot Growth Insurance Services and Partner Agencies

Compensation

Full Description

About the position The Administrative Support Specialist plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization. Responsibilities • Answer and route incoming phone calls to the appropriate personnel. • Provide basic assistance to clients via phone, email, or in person (no coverage advisement). • Track and distribute requests, set up prospect/client files and enter data into the Agency Management System (AMS). • Prepare and organize documents and correspondence for agent review, ensuring accuracy • Verify, enter and update client information and policy details in the Agency Management System. • Distribute Agency emails and carrier notices to appropriate recipients. • Assist with processing certificates of insurance and policy endorsements after approval from a licensed agent. • Enter quote details into rating platforms as directed. • Work closely with agency producers, account managers and virtual assistants to support daily workflow. • Participate in general administrative tasks and assist with agency projects as needed. Requirements • Experience working in an administrative or customer service role (preferred). • High School Diploma/GED (required). • Experience in the insurance industry or corporate office setting (preferred). • Strong organizational skills and the ability to manage multiple tasks efficiently. • Excellent written and verbal communication skills (both oral and written). • High attention to detail and accuracy in data entry and document review. • Ability to work effectively in a fast-paced environment. • Strong problem-solving skills with a persistent approach to resolving issues. • High proficiency with Microsoft Office Suite, Google Suite and other administrative software tools. • Ability to maintain confidentiality and demonstrate sound professional judgment. Nice-to-haves • Experience working in an administrative or customer service role (preferred). • Experience in the insurance industry or corporate office setting (preferred). Benefits • Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company Paid Short-Term Disability, Long-Term Disability and Group Term Life • Company Paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401 (k)