Insurance Account Assistant

July 10, 2024
$65,000 - $75,000 / year
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Job Description

Job Description

A commercial insurance agency known for its a positive team environment, committed to both employees and producers, and are focused on being the best place for you to grow your career. The company is seeking a motivated and detail-oriented Insurance Account Assistant to join their growing team in Monsey, NY.


  • Receive and handle calls from clients, process customer service requests, and service accounts for the Producer as needed.
  • Provide administrative support to Insurance Producers and Account Managers on a daily basis.
  • Collect new account information and enter it into our Agency Management System.
  • Follow up with clients and insurance companies on proposals and quotes, providing additional information as required.
  • Manage numerous requests throughout the workday and follow directions closely with minimal supervision.
  • Perform basic administrative tasks such as typing, data entry, and other computer skills.
  • Organize tasks and maintain effective communication both in person and over the phone


  • Positive attitude and a willingness to learn.
  • Fluency in English.
  • Strong communication, interpersonal, and organizational skills.
  • Excellent attention to detail and ability to multitask.
  • Basic proficiency in typing and computer skills.
  • Ability to follow directions and work independently.