Insurance Administrative Assistant

Job Summary:
Build your career with us as an experienced Property and Casualty Insurance Account Manager who supports the back-end operations of a growing commercial insurance agency. You’ll manage policy documents and client records in our agency management system, keep the agency organized, and serve as a contact for underwriters. You’re who we’re looking for if you have hands-on P&C agency experience and can lift work off the producer’s plate so they can focus on selling.

Key Responsibilities:

• Process incoming policies and save them under the right client records in the agency management system (QQ Catalyst)
• Keep policy information, client details, and account data accurate and up to date
• Handle back-end agency operations, including emails, document management, and scheduling
• Contact underwriters by phone and email to support quoting and submissions
• Develop and maintain strong relationships with underwriters and carrier contacts
• Support commercial lines accounts such as workers’ compensation, business auto, and general liability
• Organize and maintain client files, policy records, and account documents
• Chase pending items and alert the agent to issues or missing information
• Keep the agency management system tidy, current, and well organized

Mandatory Skills:

• Proven experience as a Property and Casualty Customer Service Representative (CSR) or Account Manager
• Working knowledge of commercial insurance lines (workers’ comp, business auto, general liability)
• Experience with an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft)
• Strong phone and written English communication skills
• Accurate data entry and record-keeping
• Punctual, careful, and self-motivated
• Strong communication skills and a professional, client-ready manner

Preferred Skills:

• Direct experience with QQ Catalyst
• Experience working with underwriters and developing carrier relationships
• Familiarity with commercial insurance quoting, submissions, and policy servicing workflows
• Experience with certificates of insurance, endorsements, and renewals
• At ease handling several accounts and priorities at once
• Comfort picking up new systems and processes quickly

Why Join Us:
This is a great opportunity to become a key part of a growing insurance agency, with real ownership of its back-end operations. You’ll work directly with the agency owner and have a visible role in how the agency serves clients and carriers. There’s room to grow as the agency expands.