Project Assistant - Client Advisory Team
Core
Administrative and operational support for the Personal Lines insurance team, focusing on quality control, book roll management, and procedure updates.
Role type
Administrative Project Assistant (Insurance)
Builds
Agency management system reports, quality control reviews, and updated procedure manuals
Domain
Insurance brokerage / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Agency management system proficiency, personal lines coverage knowledge, report quality control, procedure manual maintenance, KPI tracking
Preferred skills
Active Producer license or ability to obtain within 6 months, proactive work style, confidentiality handling
Technologies
Automated agency management systems
Responsibilities
Generate assigned reports for quality control within the agency management system; Support personal lines with agency book rolls and book thinning projects; Develop familiarity with insurance forms and paperwork; Implement quality control review processes; Update and distribute personal lines procedure manuals and carrier bulletins; Meet established KPI goals
Seniority
Junior, 1-2 years experience