Administrative Assistant

Our client is a growing, relationship-driven insurance agency based in Coral

Gables/South Miami, specializing in Property & Casualty Insurance and

serving more than 1,200 policyholders throughout the entire state of Florida.

The agency is built on a philosophy of insurance with integrity, offering

personalized guidance, protection, and peace of mind, and caring for clients

like family.

The Insurance Account Coordinator serves as a key member of the agency’s

client service team and is responsible for supporting policyholders, managing

policy servicing and policy management activities, and delivering an

exceptional customer experience.

The ideal candidate possesses prior Property & Casualty insurance

experience, proficiency in agency management systems, excellent

communication skills, strong attention to detail, and a proactive approach to

client service.

• Handle inbound client calls and emails professionally and efficiently.
• Assist clients with policy changes, billing inquiries, coverage questions, and account updates.
• Process payments and policy service requests.
• Provide policy documents and insurance information as requested.
• Maintain accurate client records within agency systems.

• Follow up on pending policy changes, updates and underwriting requests.
• Coordinate with insurance carriers regarding policy servicing matters.
• Assist with policy reviews and account maintenance.
• Ensure timely completion of service-related tasks.

• Maintain agency management systems and CRM records.
• Document client interactions accurately and thoroughly.
• Assist with reporting and workflow management.
• Utilise Microsoft Office, Google Workspace, and agency software platforms effectively.

• Partner closely with agency leadership and team members.
• Participate in ongoing training and professional development.
• Contribute ideas for operational improvements and efficiencies.

• 1–2 years of insurance agency experience preferred.
• Property & Casualty (P&C) insurance experience strongly preferred, across all lines.
• Active Florida 4-40 Customer Representative License preferred. 2-20 welcomed.
• Proficiency in agency management systems and CRMs.
• Experience with policy servicing and policy management.
• Strong customer service and relationship-building skills.
• Proficiency with Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Ability to work onsite in Coral Gables/South Miami, Florida.

• English Fluent, Bilingual is a plus.
• Experience working with Allstate, State Farm, independent agencies, or brokerage environments.
• Knowledge of Auto, Homeowners, Renters, and Umbrella Insurance.
• Familiarity with AI tools and workflow automation.
• Interest in long-term career growth within the insurance industry.

Coral Gables, FL (next to the Shops at Sunset Place)