What are the responsibilities and job description for the Insurance Administrative Assistant position at Oakwood Risk Insurance Solutions?
Company Description
Oakwood Risk Insurance Solutions is seeking a highly organized and detail-oriented Administrative Professional to support our fast-paced insurance brokerage. This role is central to keeping daily operations running smoothly - managing client communications, coordinating internal workflows, and assisting with policy processing, renewals, and documentation. The ideal candidate is proactive, resourceful, and comfortable juggling multiple priorities while maintaining a high level of accuracy and professionalism. Experience in insurance or financial services is a plus but not required.
Job Overview:
We are a growing insurance brokerage seeking a highly organized and proactive Administrative Assistant to support our team. This role is essential to maintaining efficient day-to-day operations, ensuring client requests are handled promptly, and supporting the processing of insurance policies and documentation.
The ideal candidate is detail-oriented, responsive, and thrives in a fast-paced environment where priorities shift quickly. You should be comfortable managing multiple tasks at once while maintaining accuracy and professionalism.
Key Responsibilities:
- Provide administrative support to agents and leadership team
- Manage client communications, including emails, follow-ups, and document collection
- Assist with policy processing, renewals, and endorsements
- Prepare proposals, invoices, certificates, and other client-facing documents
- Coordinate with insurance carriers and underwriters for quotes and updates
- Track deadlines, renewal timelines, and outstanding items to ensure completion
- Maintain accurate and organized records in internal systems
- Manage calendars, schedule meetings, and assist with internal coordination
- Identify opportunities to improve efficiency and streamline workflows
Qualifications:
- 1–3 years of administrative or office experience
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficient in Microsoft Office
- Experience with CRM or agency management systems is a plus
What We’re Looking For:
- Highly organized and dependable
- Proactive and resourceful
- Strong sense of urgency and accountability
- Professional, polished, and client-focused
- Able to handle confidential information with discretion
- Team player with a positive, can-do attitude
Compensation & Benefits:
- Starting salary $50k - $55k
- 401k matching
- Health insurance reimbursement
- Opportunity for growth within a growing brokerage
- Supportive, team-oriented environment
Salary : $50,000 - $55,000