Administrative Assistant

Allstate Insurance Agency - Sharlene Wulleman

Administrative Assistant

Lowell, MA
Full Time
Paid
  • Responsibilities

    Benefits:

    Company parties

    Competitive salary

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Commercial Street Insurance Advisors d/b/a/Allstate Insurance is a leading insurance agency specializing in providing insurance solutions to meet our clients' diverse needs. We are dedicated to delivering exceptional service, fostering long-term relationships, and ensuring our clients have the coverage they need. We are looking for an organized and detail-oriented Insurance Agency Administrator/sales assistant to join our dynamic team.

    Position Summary:

    As an Insurance Agency Administrator and sales assistant, you will play a crucial role in ensuring the smooth day-to-day operations of our agency. This position is ideal for a proactive individual with strong communication skills, a customer-centric mindset, and the ability to manage administrative tasks efficiently. You will support our agents and clients, helping to maintain high standards of service.

    Key Responsibilities:

    Client Support:

    ◦ Serve as the first point of contact for clients, answering calls and emails promptly.

    ◦ Assist clients with inquiries, policy updates and rewrites, claims processing, and general service needs.

    ◦ Schedule appointments for insurance agents and maintain calendars.

    Administrative Duties:

    ◦ Maintain and update client records in the agency management system.

    ◦ Process insurance applications, renewals, endorsements, and cancellations accurately and in a timely manner.

    ◦ Assist with policy reviews, ensuring compliance with company guidelines.

    ◦ Prepare reports, documents, and correspondence as needed.

    Team Support:

    ◦ Collaborate with insurance agents to ensure timely follow-up on client requests.

    ◦ Coordinate internal communications and assist with training or team meetings.

    ◦ Handle billing and invoicing for clients, including tracking payments and issuing reminders. ◦ Work closely with clients on inspection recommendations.

    Compliance & Documentation:

    ◦ Ensure all documentation and client records are accurate and in compliance with regulatory standards.

    ◦ Maintain a filing system for both physical and digital documents.

    Qualifications:

    • High school diploma or equivalent.

    • Prior experience in an administrative or customer service role (insurance experience is a plus).

    • Proficient with office software, especially Microsoft Office Suite.

    • Familiarity with insurance software is a plus.

    • Excellent verbal and written communication skills.

    • Strong organizational skills and attention to detail.

    • Ability to work independently and manage multiple tasks effectively.

    Why Join Us:

    • Competitive salary and benefits package.

    • Opportunity to grow and advance within a supportive, team-oriented environment.

    • Comprehensive training and ongoing professional development.

    • Work in a stable, fast-growing industry with a company committed to your success.

    Job Location:

    • Malden, Massachusetts

    The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.