Administrative Specialist

Job Description

About Us:

The Dancy Group, in business for over 30 years, is a leading insurance practice that helps our clients protect what matters most to them. As an independent insurance practice, we work with a variety of top-rated insurance carriers to find the best protection options. The office of our experienced insurance professional is dedicated to understanding our clients unique needs and tailoring protection solutions that meet their specific requirements.

We are looking for a talented and driven individual to join us. We offer a dynamic and challenging work environment. In this professional setting, you will grow your career through one to one relationships and client relationships. We are committed to investing in your professional development, offering ongoing training and support to help you achieve your long-term career goals. We also prioritize work-life balance and a supportive office culture that values teamwork and collaboration.

Job Description:

The Dancy Group is seeking an experienced Insurance Administrative Specialist to join our practice. The successful candidate will be responsible for pre-application process, processing applications, policy delivery process, providing administrative support and, ensuring operations run smoothly and efficiently. The ideal candidate will have excellent organizational and communication skills, be detail-oriented, and have experience in customer service.

We offer a base salary based on experience within a range of $35,000-$45,000 per year, Monday to Friday Work schedule, a private office, and on-site paid parking. If you are an empathetic, detail-oriented, effective communicator, with a passion for helping clients, we encourage you to apply.

Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Paid Parking

Private Office

Paid Holidays Off

Equipment Provided

Work-Life Balance

Mentorship

Professional Work Environment

Life Insurance

Short/Long Term Disability

Evenings Off

Responsibilities

Building and sustaining strong customer relationships

Maintain clients updates and follow up on inquiries, services, and premium payments

Contact clients regarding past-due invoices or late fees

Efficiently utilize spreadsheets to analyze, assess and record data.

Communicate with practice owner to share and discuss all important information

File all necessary documents to remain organized and compliant with the applicable laws and regulations.

Document retention based on practice owner's needs

Ordering office supplies as needed (postage, licensing renewals, printer paper)

Requirements

Must have a high school diploma or equivalency. Associates degree/bachelor's degree is a BONUS

1-2 years of administrative experience and customer service experience

Must have Microsoft Office Suite experience, specifically Excel spreadsheets

Basic computer software knowledge including typing skills and experience using a multi-line phone system.

Ability to multitask, prioritize, and problem-solve with attention to detail, accuracy, and speed.

Ability to be open-minded, and practice active listening to comprehend and process information.

Professional interaction in an office setting to create a positive work environment and ensure effective communication.