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Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Dallas

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Administrative Assistant is responsible for performing day-to-day administrative and technical support in an insurance office environment. This role assists Underwriters or Account Executives in coordinating underwriting and customer service processes for assigned programs. Duties include answering inbound calls, greeting visitors, performing receptionist tasks, and maintaining the accuracy of critical insurance documents and records.

Job Responsibility:

  • Review and process applications for new and renewal insurance business
  • Provide basic client services, such as issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards
  • Prepare, review, and analyze technical documents for accuracy and completeness
  • Maintain policy management systems and ensure complete and accurate files
  • Invoice, track receivables, and assist with accounting discrepancies
  • Prepare premium finance agreements and manage related processes
  • Support developing presentations to customers and prospects
  • Assist with claims handling instructions and loss control program implementation
  • Order, track, and follow up on loss runs, MVR’s, and other reports
  • Address or refer underwriter and client inquiries as needed
  • General administrative office support, including receptionist duties and data entry

Requirements:

  • Minimum 2 years of insurance industry experience
  • High school diploma or equivalent required
  • Proficient in Microsoft Office suite (Word, Excel, Outlook)
  • Ability to navigate multiple computer systems and applications
  • skilled at information research
  • High attention to detail and analytical ability
  • Strong verbal, written, and interpersonal communication skills
  • Excellent organizational, multi-tasking, and prioritization abilities
  • Team-oriented with ability to work across all organizational levels
  • Flexible and adaptable to changing priorities and deadlines
  • Ability to follow established policies, procedures, and regulations
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 31, 2026

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