Penn Summit Insurance Agency LLC is an independent insurance agency committed to professionalism, integrity, and long-term client relationships. We support individuals and businesses with tailored insurance solutions and pride ourselves on operating with strong internal controls and thoughtful processes.
As we continue to grow, we are seeking a reliable, detail-oriented Remote Operations & Administrative Assistant to support daily administrative functions and internal operations in a structured, well-documented environment.
This is a full-time remote administrative support role focused primarily on office operations, organization, and internal coordination. The ideal candidate is highly organized, dependable, and comfortable working with sensitive information.
In addition to traditional administrative responsibilities, the role may assist with limited, procedural financial and payment-related tasks, following clearly defined instructions and approval processes. Training will be provided.
- Manage email correspondence and scheduling
- Prepare, organize, and maintain internal documents and records
- Assist with client onboarding and internal workflows
- Support reporting, data entry, and recordkeeping
- Coordinate with vendors, carriers, and internal team members
- Maintain organized digital filing systems
- Assist with general office and operational tasks as needed
- Assist with processing and documenting payments following company procedures
- Maintain transaction logs and basic reconciliations
- Support internal reporting related to financial activity
- Follow established approval and documentation protocols
- Flag discrepancies or issues promptly to management
- 1+ years of administrative or operations support experience
- Strong attention to detail and organizational skills
- Excellent written and verbal communication
- High level of professionalism and discretion
- Comfort handling confidential information
- Ability to follow structured procedures accurately
- Reliable internet connection and remote work setup
- Experience working with financial data, payments, or reconciliations
- Familiarity with remote collaboration tools
- Experience in a regulated or professional services environment
- Bookkeeping or operations support background
- Full-time, fully remote position
- Structured onboarding and training
- Clear role expectations and processes
- Opportunity for growth as responsibilities expand
Penn Summit Insurance Agency LLC is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs.
