Insurance Brokerage company that helps New Yorkers protect what they love with straightforward, personalized insurance. In a tight-knit team of fewer than ten, the Office Administrator keeps operations running so producers can deliver same-day quotes and real relationships instead of chasing paperwork.
Responsibilities:
Process incoming quote requests and client documents within two hours so 95% of quotes leave the office the same day.
Maintain digital and physical files at 100% accuracy and audit-ready status for every policy and claim.
Own calendars, vendor invoices, and office supplies so producers gain 15+ extra client-facing hours each week.
Answer phones and greet visitors with the same personal touch we promise clients, converting 80% of inbound inquiries into scheduled appointments.
Track licenses, E&O certificates, and compliance deadlines with zero lapses.
Prepare weekly production reports that let the team see pipeline health in under five minutes.
Qualifications:
Two-plus years running an office or supporting a sales/service team in insurance, finance, or professional services.
Proven ability to keep files, calendars, and compliance items current without reminders.
Comfortable handling confidential client data and speaking with customers on the phone.
Strong written and verbal communication that matches our straightforward, no-jargon style.
Self-starter who thrives in a 1–10 person shop where every task visibly moves the business.
Role Selling Points
Direct impact: your systems decide how fast we quote and how well we serve Brooklyn families and businesses.
Visibility: sit next to the decision-makers and help shape how a growing brokerage operates.
Stability plus variety: insurance never stops, yet no two days look the same in a boutique shop.
Local roots: work in Brooklyn for a company built around neighborhood relationships, not call-center scripts.
Environment & Resources
You report directly to the founding principal in our Brooklyn office. You’ll work with standard brokerage software, Google Workspace, and a modest office budget you help manage. The team is small, fast, and all-hands; you’ll sit steps from the people who close the business.
Numbers & Facts
Location
New York
Skills
Administrative Skillsunmatched
Billingunmatched
Brokerageunmatched
Budgetingunmatched
Calendar Managementunmatched
Customer Conversionunmatched
Customer Relationsunmatched
Customer/Client Researchunmatched
Financeunmatched
Insuranceunmatched
Presentation/Verbal Skillsunmatched
Professional Servicesunmatched
Sales Supportunmatched
Scripting (Scripting Languages)unmatched
Team Lead/Managerunmatched
Telephone Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
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