Executive Admin Assistant

• Data Entry & Management
  
• Enter and update client and policy details in AMS360
  
• Create and maintain accurate customer and prospect records
  
• Manage submissions, renewals, endorsements, and cancellations
  
• Document Handling
  
• Scan, upload, and label documents for easy retrieval
  
• Prepare and distribute eForms such as applications, binders, and certificates
  

• Monitor and respond to incoming emails promptly
  
• Draft and send client communications, including policy confirmations and renewal notices
  
• Handle routine inquiries and escalate complex issues to the right team members
  

• Enter and update claim information in AMS360
  
• Send loss notices to carriers and track claim progress
  

• Schedule and coordinate meetings, prepare agendas, and manage calendars
  
• Assist Account Managers and Executives with admin tasks
  
• Audit client records to maintain data accuracy
  
• Recommend and help implement process improvements
  
  

Requirements

• Strong organizational and time management skills
  
• Excellent written and verbal communication abilities
  
• Proficiency in AMS360 or similar agency management software (preferred)
  
• Ability to work independently and manage multiple tasks
  
• High attention to detail with a focus on accuracy and quality
  

Benefits

• Competitive compensation packages
  
• Comprehensive health coverage including HMO and Life Insurance
  
• Opportunities for professional growth and development
  
• A supportive and dynamic work environment
  
• Free meals and other wellness benefits