Administrative Assistant - TSR

The Opportunity

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Our client, a growing insurance brokerage, is seeking an organized and customer-focused Insurance Operations Coordinator to support its service and sales teams.

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This role is ideal for an administrative professional who enjoys working in a fast-paced environment, supporting client service activities, and contributing to the efficient operation of a brokerage. The successful candidate will work closely with insurance advisors, account managers, clients, and insurer partners to ensure a seamless experience throughout the policy lifecycle.

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Key Responsibilities

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Administrative & Operational Support

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• Provide day-to-day administrative support to insurance professionals and client service teams.
• Manage incoming communications, including phone calls, emails, and online inquiries.
• Maintain accurate client, policy, and account information within brokerage systems.
• Prepare documentation and gather information required for new business opportunities and policy transactions.
• Assist with policy updates, renewals, cancellations, and other account servicing activities.

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Client & Carrier Coordination

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• Act as a point of contact between clients, insurance professionals, and insurer partners.
• Respond to client requests in a professional and timely manner.
• Assist with the preparation and issuance of insurance documentation and proof-of-coverage requests.
• Support the resolution of service inquiries by coordinating with the appropriate internal and external stakeholders.

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Financial & Record Management

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• Assist with invoicing, payment processing, financing documentation, and follow-up activities.
• Monitor important policy dates and support renewal management processes.
• Maintain organized electronic records and documentation to support operational efficiency and compliance requirements.
• Assist with reporting, data management, and other administrative projects as required.

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Qualifications

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• Minimum two years of administrative, customer service, or office support experience.
• Experience within the insurance industry is considered an asset.
• Insurance licensing or progress toward licensing is considered beneficial but not required.
• Strong proficiency with Microsoft Office applications and general business technology.
• Experience working with client management or brokerage systems is considered an asset.

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Skills & Competencies

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• Strong communication and interpersonal skills.
• Excellent organizational abilities and attention to detail.
• Ability to prioritize tasks and manage multiple responsibilities simultaneously.
• Customer-focused mindset with a commitment to service excellence.
• Self-motivated and capable of working independently.
• Collaborative team player who thrives in a professional environment.
• Strong problem-solving skills and a proactive approach to supporting clients and colleagues.

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Why Consider This Opportunity?

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• Opportunity to join a growing and collaborative insurance organization.
• Diverse role with exposure to client service, operations, and insurance administration.
• Supportive team environment with opportunities for professional development.
• Stable career path within the insurance industry.
• Opportunity to build valuable brokerage and client service experience.

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Salary Information

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Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

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Expected salary range: $45,000.00 – $65,000.00 annually.

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