Technical Administrative Assistant

About the role

The organization operates within the surplus lines insurance industry, addressing the specialized needs of clients requiring non-standard property and casualty coverage. It manages complex insurance transactions and regulatory compliance, supporting efficient administrative processes and audits. The company emphasizes accuracy, transparency, and regulatory adherence, serving a sector that demands detailed documentation and risk management.

The Technical Administrative Assistant plays a critical role in maintaining smooth operational workflows within the surplus lines insurance area. This position supports administrative functions including documentation, communication, and compliance processes, directly impacting the organization’s ability to deliver accurate and timely insurance services. The role also contributes to team efficiency through onboarding support, problem resolution, and use of technology to enhance administrative accuracy and responsiveness.

Responsibilities

• Obtain and maintain a Property & Casualty (P&C) insurance license
• Manage assistant and group email inboxes with timely and accurate responses
• Provide phone coverage and frontline communication support
• Prepare and distribute quotes, finance agreements, ACORD applications, bind requests, invoices, and state affidavits
• Conduct policy checks, renewal notifications, and request loss runs
• Ensure accurate and compliant documentation for surplus lines requirements
• Document and maintain transparency of all transactions within AMS and other systems
• Assist in surplus lines audits by verifying transactions, documentation, and compliance
• Apply knowledge of insurance administrative processes and AMS operations to ensure accuracy
• Identify and resolve administrative or documentation issues proactively, escalating when needed
• Manage shifting priorities and deadlines independently with high accuracy
• Support onboarding, training, and mentoring of new or junior administrative team members
• Utilize AI-enabled tools and internal systems to improve efficiency and workflow
• Support Sales teams with service and administrative tasks
• Provide backup administrative support including mail handling and office coordination
• Handle sensitive client and financial information with discretion and confidentiality
• Contribute to process improvement initiatives and cross-functional projects
• Maintain regular and timely attendance
• Perform other duties as assigned

Requirements

• High school diploma required
• 2+ years of experience in the surplus lines industry OR valid P&C license plus 12+ months of CSR or administrative support experience
• Experience in administration or accounting preferred
• Proficiency in Microsoft Word, Excel, Outlook, and related systems preferred
• Strong organizational skills with attention to detail and accuracy
• Ability to work independently with minimal supervision
• Excellent written and verbal communication skills, professional and concise
• Strong problem-solving skills with a resourceful and solution-focused approach
• Proficient in document management systems, email platforms, and core business applications
• Dependable and accountable in task execution

Pay

Compensation Range: $18 per hour to $23 per hour

Benefits

• Health, dental, and vision insurance plans
• Four weeks of paid time off
• Ten paid company holidays plus two floating holidays
• 401K program with employer match
• Personal assistance programs supporting work-life balance