Agency Support Assistant

Lamb is the leading commercial insurance broker dedicated exclusively to non-profits & social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

Position Summary:

The Agency Support Assistant plays a key role in facilitating the smooth transition and ongoing support of newly acquired agencies. This entry-level position is responsible for a variety of administrative and operational tasks, including policy processing, endorsements, certificates, audits, new business submissions, and billing. Reporting to the Managing Director of Select Business, the associate will collaborate closely with internal teams to ensure accurate and timely data entry within our policy management system. Additionally, this role serves as a liaison to newly acquired agencies, supporting their integration and helping them navigate our systems and processes effectively.

Responsibilities:

• Accurately enter and maintain new business and renewal policy data in the Applied EPIC system to support both client servicing and operational efficiency


• Review carrier-issued transactions and documentation to ensure completeness and compliance with internal standards


• Organize and attach policy documents to client files, ensuring accessibility and adherence to documentation protocols


• Support account managers in delivering high-quality service by handling critical back-office functions and helping to maintain workflow continuity


• Partner with internal stakeholders and acquired agency contacts to ensure a seamless transition into operational systems and service processes

*NOTE: The Primary Responsibilities of this role are not limited to the details above. **

Qualifications:

• Proven ability to thrive in a fast-paced, dynamic environment while maintaining a high level of accuracy and attention to detail


• Self-motivated with excellent organizational, communication, and interpersonal skills


• Strong time management skills and a demonstrated sense of urgency in meeting deadlines


• Meticulous attention to detail with a consistent focus on delivering quality work


• Ability to understand and apply complex information, procedures, and systems


• Willingness to proactively seek support or clarification when needed


• Strong critical thinking and analytical abilities, with sound judgment


• Resourceful and solution-oriented, with a proactive approach to problem-solving

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority