Operations Administrative Assistant

Summary

The Operations Administrative Assistant provides essential support across commercial lines, acting as a bridge between producers, service teams, carriers, accounting, and agency leadership. This role ensures seamless workflows, accurate data management, and efficient communication, ultimately enhancing collaboration and maintaining data integrity.

Key Responsibilities

Compliance & Carrier Coordination:

• Facilitate carrier onboarding by collecting and managing required documentation

• Assist with carrier appointment applications for producers

• Maintain and update carrier relationships (Parent and Writing Companies) within AMS360

• Support agency licensing compliance

• Setup online carrier portal access for all offices

Data Management & Auditing:

• Review for accurate data entry in AMS360, identifying and resolving entry and coding errors

• Assist with quarterly audits to maintain consistency in naming conventions for all CL carriers in AMS360

• Maintain parent and writing company records in AMS to ensure data accuracy and seamless system integration

Financial & Commission Management:

• Assist in managing contingency worksheets to track and maintain contingency and bonus data

• Serve as the primary point of contact for the accounting team regarding accounts receivable/payable and bonus allocations, coordinating with CL teams (Account Executives and Account Managers) as needed

Reporting & Analysis:

• Compile reports and analyses related to books of business, revenue management, and overall agency performance

• Provide detailed reporting on carriers and production data within AMS

Executive Support Tasks (As Needed):

• Assist executive team with drafting presentations

• Provide scheduling and calendar support

• Assist with events planning and execution

• Help with operational deliverables as required

Desired Skills and Experience

• Strong organizational skills with the ability to manage multiple tasks and meet deadlines

• Excellent communication and collaboration abilities

• Detail-oriented with a strong focus on data accuracy

• AMS360 experience preferred, but not required

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

Benefits & Perks

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

Health & Wellness

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer Sponsored Short-Term

Financial Benefits

• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)
• Additional Volunteer PTO to Give Back to Your Community

EEOC Statement:

ME Wilson is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.