Insurance Agency Administrative Assistant

Job Summary

We are looking for an experienced Property and Casualty Insurance Account Manager to support the back-end operations of a growing commercial insurance agency. You will manage policy documents and client records in our agency management system, keep the agency organized, and act as a point of contact with underwriters. The ideal candidate has hands-on P&C agency experience and can take work off the producer’s plate so they can focus on selling.

Key Responsibilities

• Process incoming policies and save them to the correct client records in the agency management system (QQ Catalyst)
• Update policy information, client details, and account data accurately and on time
• Manage back-end agency operations, including emails, document handling, and scheduling
• Communicate with underwriters by phone and email to support quoting and submissions
• Build and maintain strong working relationships with underwriters and carrier contacts
• Support commercial lines accounts such as workers’ compensation, business auto, and general liability
• Organize and maintain client files, policy records, and account documentation
• Follow up on pending items and flag issues or missing information to the agent
• Keep the agency management system clean, current, and well organized

Mandatory Skills

• Proven experience as a Property and Casualty Customer Service Representative (CSR) or Account Manager
• Working knowledge of commercial insurance lines (workers’ comp, business auto, general liability)
• Experience using an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft)
• Strong phone and written English communication skills
• Strong data entry and record-keeping accuracy
• Reliable, detail-oriented, and able to work independently
• Strong communication skills and a professional, client-ready manner

Preferred Skills

• Direct experience with QQ Catalyst
• Experience communicating with underwriters and building carrier relationships
• Familiarity with commercial insurance quoting, submissions, and policy servicing workflows
• Experience with certificates of insurance, endorsements, and renewals
• Ability to manage multiple accounts and priorities simultaneously
• Comfort learning new systems and processes quickly

Why Join Us

This is a great opportunity to be a key part of a growing insurance agency, with real ownership of the back-end operations. You will work directly with the agency owner and play a visible role in how the agency serves clients and carriers. There is room to grow as the agency expands.

Work Schedule

Monday to Friday, 9:00 AM to 3:00 PM Pacific Time (PT)