Personal Lines Assistant

The Jonus Group • Garden City, NY

1d • Hybrid

About The Position

Our client, an established insurance agency, is seeking a detail-oriented Personal Lines Insurance Assistant to support their Personal Lines team. This role is heavily focused on back-end administrative work, requiring strong organizational skills and advanced Excel proficiency. The ideal candidate will play a key role in maintaining data accuracy, supporting account managers, and ensuring smooth day-to-day operations.

Requirements

• Prior experience in Personal Lines insurance required
• Strong working knowledge of AMS 360 highly preferred
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data management)
• Excellent attention to detail and organizational skills
• Strong communication and ability to work in a team environment
• Ability to manage multiple tasks and meet deadlines

Nice To Haves

• Experience supporting account managers or service teams is a plus
• New York insurance experience strongly preferred
• Comfortable working in a fast-paced, team-oriented environment

Responsibilities

• Provide administrative support to the Personal Lines team
• Maintain and update client and policy data within AMS 360
• Manage and organize large datasets using Excel (tracking, reporting, auditing)
• Assist with policy processing, documentation, and internal workflows
• Prepare reports, spreadsheets, and internal documentation for the team
• Support renewal preparation and general account servicing tasks
• Ensure accuracy and compliance across all data entry and documentation
• Collaborate with account managers to streamline processes and improve efficiency

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees