Property Insurance Brokerage Administrative Assistant

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Collect client information, verify risk addresses, and produce precise quotes for both Personal and Commercial lines.

• Evaluate policy options, terms, and deductibles to determine appropriate coverage and protection.

• Review applications and carrier proposals to ensure compliance with state regulations and company policies.

• Complete and secure coverage agreements with carriers following client approval.

• Gather initial premium payments and update banking and internal ledger systems accordingly.

• Manage an active portfolio of property, personal home/auto, and commercial liability/BOP insurance policies.

• Oversee daily departmental workflow and productivity while prioritizing client needs.

• Ensure prompt responses to clients and effective prioritization of tasks.

• Carry out additional job-related responsibilities as needed.

⛳️ Requirements

• Proficient knowledge of English: upper intermediate, advanced, or fluent.

• A minimum of 2 years' experience in insurance operations, underwriting support, or account management.

• Experience collaborating with clients based in the U.S.

• Basic understanding of Personal and Commercial property/casualty insurance.

• Familiarity with Agency Management Systems such as Applied Epic or AMS360.

• Proficient in using comparative rating tools.

• Exceptional attention to detail with banking information, legal addresses, and policy compliance documents.

• Professional demeanor and adherence to ethical standards.

• Strong written and verbal communication skills.

• Ability to relay information effectively between specialized teams.

• Capable of self-organizing tasks and maintaining detailed records of activities and processes.

• Skilled in identifying, establishing, and assigning priorities.

• Ability to follow directions and specific instructions when required.

• Proficient in using Google Drive, corporate Gmail, Docs, Sheets, Microsoft Word and Excel, Hubstaff, WhatsApp Groups, and Zoom.

• Must have access to a computer with internet connectivity to fulfill job responsibilities.

• Required to provide a 1.5–2 minute voice note in English during the screening process.

🏝️ Benefits

• Opportunity for remote work.

• Monthly payments processed through Papaya Global or Payoneer.

• Work-from-home flexibility for roles focused on U.S. clients.