Administrative Assistant

AmeriLife • Greensburg, PA

50d

About The Position

The Administrative Assistant plays a vital role in supporting the smooth operation of our Senior Market-focused insurance agency. This position requires a detail-oriented, organized, and proactive professional who can manage administrative tasks, facilitate communication, and ensure efficient workflow across the agency. The role is central to maintaining client satisfaction and supporting the productivity of managers and agents.

Requirements

• High school diploma required; associate or bachelor’s degree preferred.
• Prior administrative experience in insurance, financial services, or healthcare industries is highly desirable.
• Strong organizational and time-management skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to handle confidential information with discretion.
• Customer service orientation with a professional demeanor.

Responsibilities

• Manage incoming and outgoing communications, including phone calls, emails, and correspondence.
• Prepare, proofread, and distribute documents such as memos, contracts, and client communications.
• Maintain organized filing systems (digital and physical) to ensure compliance with industry regulations.
• Arrange meetings, appointments, and conference calls for managers and agents.
• Coordinate calendars to avoid conflicts and maximize efficiency.
• Assist in planning agency events, training sessions, and client seminars.
• Input and update client information into CRM systems with accuracy and confidentiality.
• Generate reports to support management decision-making.
• Provide day-to-day assistance to internal and external stakeholders, ensuring smooth departmental operations.
• Act as a liaison between clients, agents, and external partners.
• Monitor office supplies and handle procurement as needed.
• Assist with basic financial tasks such as commission processing, expense tracking, and reconciliation.
• Assist with documentation for compliance related reporting
• Support the preparation of monthly and quarterly performance reports.
• Other tasks as assigned.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED