Insurance Administrative Assistant

As local agents, my client works directly with all new clients to optimize each policy with the appropriate coverage for the most affordable price. Client Inquiries & Support: Answer phone calls, emails, and in-person inquiries regarding coverage, billing, and policy terms.

Job:  Insurance Administrative Assistant
Location:  Red Hook, NY
Salary:  $45,000 - $70,000 BOE
Job Type:  Could be Temp to Perm or Direct Perm
Schedule:  Monday - Thursday 9am-5pm and Friday 9am-4pm

Job Description:
A family-run agency, serving our own community for over 30 years.
Founded in 1986, our client provides unparalleled customer service and insurance expertise to the Hudson Valley and beyond. They form connections with each client, helping to personalize every insurance package. As local agents, my client works directly with all new clients to optimize each policy with the appropriate coverage for the most affordable price. They pride themselves on offering peace of mind and insurance protection for our community.



Core Responsibilities

Client Inquiries & Support:
Answer phone calls, emails, and in-person inquiries regarding coverage, billing, and policy terms.
Policy Maintenance:
Process endorsements and policy changes, such as adding/removing vehicles, updating driver information, or changing coverage levels.
Documentation & Accuracy:
Maintain detailed, accurate records of all customer interactions and transactions in our Agency Management System.

Qualifications:

• Insurance experience is a must
• Professional office experience
• Strong administrative and customer service skills
• Strong computer skills
• Desire to learn and grow
• Ability to work independently and as part of a team
• Strong written & verbal communication skills 
• Excellent grammar and spelling skills 
• Strong attention to detail
• Candidates who are not licensed as a property and casualty broker will be expected to become licensed within 12 months.