Job Description
The Administrative Assistant provides comprehensive administrative and operational support to the National Brokerage Placement team, partnering with brokers and placement specialists to manage documentation and support the efficient execution of client placement activities. This role emphasizes coordination, organization, and project support to enhance workflow efficiency and contribute to the successful delivery of placement initiatives.
Your Impact
- Provide day-to-day administrative support to brokerage placement leadership and team members.
- Manage calendars, schedule meetings, and coordinate internal and external communications.
- Prepare correspondence, reports, presentations, and meeting materials.
- Maintain organized electronic filing systems and documentation.
- Assist with data entry and maintain internal databases
- Assist with onboarding documentation and internal workflow processes.
- Coordinate meetings, agendas, and action items.
- Support process improvements and administrative efficiencies.
- Maintain confidentiality of sensitive business information.
- Assist with preparation and organization of submission and placement documentation
- Maintain accurate data within agency management systems and internal databases.
- Review documents for completeness and compliance with internal standards.
- Assist with policy issuance tracking and document distribution.
Successful Candidate Will Have
- 1–3 years of administrative experience, preferably within insurance, brokerage, or financial services environments
- Familiarity with insurance terminology (preferred).
- Strong organizational and multitasking skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
- Ability to manage multiple priorities in a fast-paced environment.
- Strong collaboration and problem-solving skills.
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
