Personal Lines Administrative Assistant

Keystone Agency Partners LLC • Canfield Township, OH

39d • Onsite

About The Position

Duncan Financial Group, a family-run organization with over 45 years of experience, is a premier independent insurance and financial services organization. L. Calvin Jones, a partner of Duncan Financial Group, has been an independent insurance agency since 1911, serving individuals and businesses. The Personal Lines Administrative Assistant will provide critical administrative and client support to the Personal Lines department, working under the direction of the Director of Personal Lines Sales & Operations. This role is responsible for assisting Account Managers with policy management, documentation, client communication, and daily operational tasks. The Assistant plays a key role in maintaining accurate records, ensuring prompt service, and supporting the team’s commitment to delivering high-quality insurance solutions to clients.

Requirements

• High School Diploma or equivalent required
• Previous experience in administrative support or customer service required
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to learn industry-specific systems, i.e., Applied Epic
• Excellent verbal and written communication skills
• Strong active listening and interpersonal abilities to support internal and external clients
• Detail-oriented with strong organizational and time management skills
• Effective problem-solving and analytical capabilities
• Ability to manage multiple priorities and work independently in a fast-paced environment
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Insurance or Financial Services industry experience preferred

Responsibilities

• Provide general administrative assistance to the Personal Lines Insurance team
• Process endorsements, cancellations, proofs of insurance, and payments
• Monitor and manage general company in boxes and distribute messages as needed
• Maintain positive and professional relationships with internal departments to facilitate issue resolution and project completion
• Attend team meetings & staff meetings
• Perform receptionist duties including answering and transferring phone calls, taking messages, sorting, and distributing incoming mail, and preparing outgoing mail and packages
• Accurately input client and policy data into the agency management system in a timely manner
• Identify discrepancies or issues and escalate them to the appropriate Account Manager
• Handle email and phone communications with professionalism and efficiency
• Follow all agency systems, policies, and procedures as outlined in the operating manual
• Assist with general office duties such as ordering supplies, managing office equipment, and maintaining common areas
• Participate in training sessions and professional development to build insurance knowledge and enhance skill set
• Perform other duties as assigned

Benefits

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

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