Job Description

We are looking for a detail-oriented Insurance Brokerage Administrative Assistant to manage end-to-end quoting, binding, and policy management processes for both personal and commercial clients . Our adecuado candidate is a highly organized, insurance professional who moves effortlessly between Personal and Commercial lines. You are part analytical detective and part operations powerhouse. You do not just enter data; you actively look for coverage gaps, cross-verify compliance regulations, and ensure that every policy is structurally sound before it is bound. If you thrive in a fast-paced environment and love analyzing coverage to find the best solutions, we want to hear from you!

Key Responsibilities For This Role

- Quote & Proposal Generation : Gather client information, verify risk addresses, and run accurate quotes across Personal and Commercial lines.
- Coverage Analysis : Compare policy options, terms, and deductibles to ensure clients get the best possible care and protection.
- Compliance Checking : Audit applications and carrier proposals to ensure strict compliance with state regulations and company guidelines.
- Binding & Processing : Finalize and bind coverage with carriers once the client approves the final proposal.
- Financial Reconciliations : Collect initial premium payments and promptly update banking and internal ledger systems.
- Account Management : Service an active portfolio of property, personal (home/auto), and commercial (liability/BOP) insurance policies.

Job Requirements

Technical Knowledge & Skills Required

- Advanced English Knowledge: upper intermediate, advanced or proficient.
- Experience:



2+ years of experience in insurance operations, underwriting assistance, or account management.
- Experience working with U.S. based clients.
- Versatility: Strong foundational knowledge of both Personal and Commercial property/casualty insurance.
- Tech Savvy: Experience using Agency Management Systems (e.g., Applied Epic, AMS360) and comparative rating tools.
- Precision: Exceptional attention to detail when handling banking data, complex legal addresses, and policy compliance forms.

Soft Skills Required

- Professionalism: Professional attitude and ethical behavior
- Communication: Solid written and verbal communication skills.
- Teamwork orientation: Ability to communicate and convey information between expert teams.
- Organization skills and attention to detail: Ability to self-organize given activities and keep a thorough record of tasks, pointers and process updates.
- Prioritization skills: Ability to identify, establish and assign priorities.
- Compliance: Ability to comply when necessary; following orders or specific instructions if needed.

Desirable Knowledge & Skills

- Manage the day-to-day workflow and output of the department, prioritizing clients.
- Ensure timely response to clients and prioritization.
- Perform any other job-related duties as required.

Main Tools to Manage During Work Relations

- Google Suite: Google Drive, Corporate Gmail, Docs, Sheets.
- Microsoft Office: Word, Excel.
- Hubstaff: Web App, Desktop App, and Hubstaff Tasks.
- Whatsapp: Whatsapp Groups.
- Zoom: Meetings and Breakout rooms.

If you thrive in a fast-paced environment and love analyzing coverage to find the best solutions, we want to hear from you!

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📌 Insurance Analyst - Commercial and Personal (Bogotá)
🏢 The A Career
📍 Bogotá