Administrative Assistant
Insight Global, Huntington Park, CA, United States
JOB DESCRIPTION:
A client of Insight Global, a growing insurance brokerage, is seeking a highly organized and proactive Administrative Assistant to support their team. This role is essential to maintaining efficient day-to-day operations, ensuring client requests are handled promptly, and supporting the processing of insurance policies and documentation.
The ideal candidate is detail-oriented, responsive, and thrives in a fast-paced environment where priorities shift quickly. You should be comfortable managing multiple tasks at once while maintaining accuracy and professionalism.
Key Responsibilities:
- Provide administrative support to agents and leadership team
- Manage client communications, including emails, follow-ups, and document collection
- Assist with policy processing, renewals, endorsements, and bind requests
- Prepare proposals, invoices, certificates, and other client-facing documents
- Coordinate with insurance carriers and underwriters for quotes and updates
- Track deadlines, renewal timelines, and outstanding items to ensure completion
- Maintain accurate and organized records in internal systems (AMS360/AgencyZoom experience is a plus)
- Support billing and financing processes, including invoicing and payment tracking
- Manage calendars, schedule meetings, and assist with internal coordination
- Identify opportunities to improve efficiency and streamline workflows
REQUIRED SKILLS AND EXPERIENCE:
Qualifications:
- 13 years of administrative or office experience (insurance or financial services preferred)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficient in Microsoft Office (Outlook, Excel, Word)
- Experience with CRM or agency management systems is a plus
What Were Looking For:
- Highly organized and dependable nothing falls through the cracks
- Proactive and resourceful you dont wait to be told what to do
- Strong sense of urgency and accountability
- Professional, polished, and client-focused
- Able to handle confidential information with discretion
- Team player with a positive, can-do attitude
Compensation & Benefits:
- Starting salary $50k - $55k
- 401k matching
- Health insurance: reimbursement for a single
- Opportunity for growth within a growing brokerage
- Supportive, team-oriented environment
A client of Insight Global, a growing insurance brokerage, is seeking a highly organized and proactive Administrative Assistant to support their team. This role is essential to maintaining efficient day-to-day operations, ensuring client requests are handled promptly, and supporting the processing of insurance policies and documentation.
The ideal candidate is detail-oriented, responsive, and thrives in a fast-paced environment where priorities shift quickly. You should be comfortable managing multiple tasks at once while maintaining accuracy and professionalism.
Key Responsibilities:
- Provide administrative support to agents and leadership team
- Manage client communications, including emails, follow-ups, and document collection
- Assist with policy processing, renewals, endorsements, and bind requests
- Prepare proposals, invoices, certificates, and other client-facing documents
- Coordinate with insurance carriers and underwriters for quotes and updates
- Track deadlines, renewal timelines, and outstanding items to ensure completion
- Maintain accurate and organized records in internal systems (AMS360/AgencyZoom experience is a plus)
- Support billing and financing processes, including invoicing and payment tracking
- Manage calendars, schedule meetings, and assist with internal coordination
- Identify opportunities to improve efficiency and streamline workflows
REQUIRED SKILLS AND EXPERIENCE:
Qualifications:
- 13 years of administrative or office experience (insurance or financial services preferred)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficient in Microsoft Office (Outlook, Excel, Word)
- Experience with CRM or agency management systems is a plus
What Were Looking For:
- Highly organized and dependable nothing falls through the cracks
- Proactive and resourceful you dont wait to be told what to do
- Strong sense of urgency and accountability
- Professional, polished, and client-focused
- Able to handle confidential information with discretion
- Team player with a positive, can-do attitude
Compensation & Benefits:
- Starting salary $50k - $55k
- 401k matching
- Health insurance: reimbursement for a single
- Opportunity for growth within a growing brokerage
- Supportive, team-oriented environment