Insurance Administrative Assistant

Company Description

Oakwood Risk Insurance Solutions is seeking a highly organized and detail-oriented Administrative Professional to support our fast-paced insurance brokerage. This role is central to keeping daily operations running smoothly - managing client communications, coordinating internal workflows, and assisting with policy processing, renewals, and documentation. The ideal candidate is proactive, resourceful, and comfortable juggling multiple priorities while maintaining a high level of accuracy and professionalism. Experience in insurance or financial services is a plus but not required.

Job Overview:

We are a growing insurance brokerage seeking a highly organized and proactive Administrative Assistant to support our 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, and endorsements
• 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
• Manage calendars, schedule meetings, and assist with internal coordination
• Identify opportunities to improve efficiency and streamline workflows

Qualifications:

• 1–3 years of administrative or office experience
• 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
• Experience with CRM or agency management systems is a plus

What We’re Looking For:

• Highly organized and dependable
• Proactive and resourceful
• 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
• Opportunity for growth within a growing brokerage
• Supportive, team-oriented environment