Administrative Assistant

Administrative Assistant - Patriot Growth Insurance Services, LLC

About Waterfield & Associates, A Division of Patriot Growth Insurance Services:
Since 1990, Waterfield & Associates has been a trusted, family-owned independent insurance agency serving Destin, Florida, and the surrounding Emerald Coast communities. Our deeply experienced team offers tailored coverage across homeowners, flood, auto, marine, commercial property, and general liability insurance — always mindful of the specific coastal risks our clients face. With strong local expertise and a commitment to attentive, personalized service, we strive to find outstanding solutions that protect what matters most.

The Administrative Assistant plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization.

This is a full-time position working in our office located in Destin, FL.

• Answer and direct incoming phone calls to the appropriate departments or personnel.
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
• Distribute Agency emails and carrier notices to appropriate recipients.
• Assist with facilities and vendor management, including supply ordering and maintenance coordination.
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
• Perform audits and reviews of new business reports to ensure accuracy and compliance.
• Manage and distribute policy renewal and expiration reports.
• Participate in various agency projects as needed or assigned.

• Experience working in an administrative or customer service role (Required).
• 1–2 years of experience in the insurance industry, preferably with a Property & Casualty agency (Preferred).
• High School Diploma/GED (Required).
• Associate or Bachelor’s degree in Business Administration or a related field (Preferred).
• Basic knowledge of commercial and personal lines insurance, including terminology, policies, and coverages.
• Strong organizational skills and the ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy in data entry and document review.
• Ability to work effectively in a team environment.
• Strong problem-solving skills with a persistent approach to resolving issues.
• Ability to provide empathetic and supportive assistance to clients and visitors.
• Proficiency with Microsoft Office Suite and other administrative software tools.
• Ability to maintain confidentiality and demonstrate sound professional judgment.

Patriot Growth Insurance Services, founded in 2019, is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees in 150+ locations across 45 states, Patriot’s model delivers resources and strategic support to its agencies.

Patriot aims to create alignment with its partner agencies and fosters opportunities for its dedicated and professional team. We seek individuals who share our vision of operational excellence and growth.

Patriot offers the opportunity to be part of a fast-growing company and aims to provide a flexible, collaborative environment with enhanced career opportunities for our dedicated team.

In addition to a competitive salary, we provide a comprehensive health and welfare program. Benefits eligibility begins the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k)

Patriot Growth Insurance Services is an equal opportunity employer committed to diversity and inclusion. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.

For more information, read our EEO and DE&I Policy on our website at

• Job function:
  Strategy/Planning and Information Technology
• Industries:
  Insurance

Note:

This description reflects…