Key Responsibilities
Client & Policy Administration
· Maintain and update client files, policy records, and certificates of insurance.
· Process policy changes, endorsements, cancellations, and renewals in the agency management system.
· Issue certificates of insurance (COIs) and auto ID cards upon request.
· Assist with binding coverage and submitting applications to carriers.
Customer Service
· Serve as a first point of contact for client inquiries via phone and email.
· Respond to routine coverage questions and direct complex matters to licensed staff.
Team Support
· Support producers and account managers with submissions, proposals, and renewal packages.
· Prepare correspondence, reports, presentations, and marketing materials.
· Schedule meetings, manage calendars, and coordinate with carriers and underwriters.
Compliance & Documentation
· Ensure all policy and client documentation meets regulatory and agency standards.
· Maintain organized electronic and physical filing systems.
· Track expiration dates, renewal timelines, and follow-up activities.
Qualifications
- High school diploma required; Associate's or Bachelor's degree preferred.
- 1–2 years of administrative or insurance industry experience preferred.
- Property & Casualty license preferred, or willingness to obtain.
- Strong organizational, communication, multitasking, and attention-to-detail skills.
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Working Conditions
· Full-time, office-based
· Fast-paced environment with time-sensitive deadlines.
· Collaborative team setting with producers, account managers, carrier partners, and leadership.
About Our Agency
Steele Insurance Associates, Inc. provides comprehensive property and casualty insurance options focused toward the commercial sector and higher valued personal clients.
Steele Insurance operates based on four core values:
- Be the one that honest, hard working people want to deal with (No BS).
- Epic Search for Understanding.
- Not just an Agency, a Team!
- Growth Matters: Live to grow, win to thrive.
Our Purpose and Passion: We earn our success by protecting clients' assets
We are looking to add members to our team that appreciate our values and want to grow in there own careers!