Join an Independent Agency that is dedicated to REMAINING Independent!
We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
About the Role:
The Commercial Lines Administrative Assistant provides support to the Department Leadership and Surety Teams. This role assists with scheduling, organizing information, preparing meeting materials, and tracking tasks for our Commercial Lines management team. The role also assists the Surety Account Managers with processing bonds, invoicing, and updating client files. The Commercial Lines Administrative Assistant will be responsible for multifaceted clerical and administrative tasks in a high-volume, deadline-driven environment.
The Commercial Lines Administrative Assistant will have strong comfort with technology, attention to detail, and a willingness to learn. This is an opportunity to build skills, contribute to multiple teams, and develop professionally within our agency!
How You will be Compensated:
What you will Do:
Commercial Lines Leadership Team
Provide administrative support to the Commercial Lines Leadership Team while maintaining confidentiality and ensuring timely follow-through on assigned tasks
Coordinate scheduling and calendar updates, prepare meeting materials and agendas, organize and distribute reports, and track follow-up tasks
Coordinate communication with outside vendors, carriers, and partners
Attend select meetings to take notes, summarize discussion points, and record action items in Asana or other tracking tools
Track and follow up on pending communications, management routines, and other time-sensitive tasks
Prepare and maintain workload reports, carrier performance reports, and other tracking documents.
Surety Team
Provide quality internal & external customer service to peers, clients, and insurance/surety carriers to maintain relationships
Manage expectations with friendly, timely, and clear professional communication
Execute Surety service requests such as:
Payment/billing research
Assist with renewal bonds and continuation certificates
Assist with new bond requests
Answer simple Bond questions with clients such as limit amount and bond purpose
Organize and attach mail and other client related documents to our internal management system
Who You Are:
Qualifications