Operations Assistant (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Cheshire, CT

1d • Hybrid

About The Position

The Operations Assistant plays a vital role in ensuring the smooth day-to-day operation of the Agency. This position is responsible for streamlining processes, optimizing communication channels, and managing a wide range of administrative tasks that support the overall functionality of the organization.

Requirements

• Experience working in an administrative or customer service role (Required).
• High School Diploma/GED (Required).
• Basic knowledge of commercial and personal lines insurance, including terminology, policies, and coverages.
• Strong organizational skills and the ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy in data entry and document review.
• Ability to work effectively in a team environment.
• Strong problem-solving skills with a persistent approach to resolving issues.
• Ability to provide empathetic and supportive assistance to clients and visitors.
• Proficiency with Microsoft Office Suite and other administrative software tools.
• Ability to maintain confidentiality and demonstrate sound professional judgment.

Nice To Haves

• 12 years of experience in the insurance industry, preferably with a Property & Casualty agency (Preferred).
• Associate or Bachelors degree in Business Administration or a related field (Preferred).

Responsibilities

• Answer and direct incoming phone calls to the appropriate departments or personnel.
• Receive, sort, and distribute incoming mail and correspondence; process outgoing mail promptly.
• Distribute Agency emails and carrier notices to appropriate recipients.
• Assist with facilities and vendor management, including supply ordering and maintenance coordination.
• Track and distribute online quote requests and create prospect accounts in the Agency Management System (AMS).
• Perform audits and reviews of new business reports to ensure accuracy and compliance.
• Manage and distribute policy renewal and expiration reports.
• Participate in various agency projects as needed or assigned.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs
• Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life
• Company-paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

What This Job Offers

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