Cover Me Insurance Agency of NJ, Inc. Cover Me Insurance Agency of NJ, Inc. is seeking a proactive, detail-oriented, organized, and dependable Producer Insurance Assistant to support our Insurance Producers and assist with the smooth day-to-day operations of our insurance office. This position provides administrative and client service support to insurance producers including assistance with insurance and financial applications, certifications, ID cards, policy documentation, client files, and general office operations. The ideal candidate is tech-savvy, customer-service oriented, highly organized, and comfortable managing multiple priorities in a fast-paced insurance environment. Key Responsibilities Manage incoming calls using a multi-line phone system with professionalism and courtesy. Provide excellent customer service to clients, prospects, insurance carriers, and business partners. Assist Spanish-speaking clients and provide bilingual communication in English and Spanish when needed. Provide administrative and operational support to two insurance producers and other members of the agency team. Prepare, process, and follow up on insurance and financial applications . Assist producers with client paperwork, applications, forms, and supporting documentation. Review applications and documents for completeness, accuracy, and required information. Assist with gathering and organizing information needed for insurance submissions and policy servicing. Complete, track, and maintain required insurance certifications and documentation . Prepare, process, and distribute insurance ID cards and related policy documents. Enter, update, and maintain client, policy, vehicle, driver, and account information in AMS360 and other agency systems. Perform accurate and timely data entry while maintaining complete and organized digital and physical records. Assist with general administrative and clerical functions, including filing, scanning, copying, emailing, document preparation, and records maintenance. Organize and maintain accurate client and policy files, ensuring all required documentation is properly saved and accessible. Assist with commercial and trucking insurance administrative functions , including organizing policy information, vehicle and driver records, certificates, applications, endorsements, renewals, and related documentation. Process and track insurance-related documents, requests, correspondence, and follow-ups. Communicate with insurance carriers, clients, and vendors regarding routine administrative and policy-related matters. Follow up with clients, carriers, and internal team members regarding missing information or outstanding documentation. Monitor outstanding requests and help ensure applications, certifications, documents, and other tasks are completed accurately and on time. Assist with policy and account paperwork, renewals, endorsements, certificates, and other insurance documentation as directed. Schedule appointments, coordinate meetings, and assist with calendar management. Assist with basic bookkeeping, payment records, invoices, and financial record-keeping . Proofread and edit documents, correspondence, applications, and other materials for accuracy, clarity, and completeness. Maintain confidentiality of client, financial, policy, and company information at all times. Collaborate effectively with producers, account managers, and other team members on office operations and client service needs. Perform other administrative and insurance-related duties as assigned. Qualifications & Skills Previous administrative, clerical, insurance office, or customer service experience preferred. Bilingual English/Spanish skills strongly preferred. Experience supporting insurance producers, agents, or account managers is a plus. Experience with AMS360 (Applied Systems) or another insurance agency management system preferred. Experience in commercial insurance, trucking insurance, or transportation insurance is a strong plus. Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint . Strong typing, computer, and data-entry skills with excellent attention to detail. Ability to accurately handle applications, certifications, ID cards, policy documents, and client records. Excellent filing, document organization, scanning, and records-maintenance skills. Excellent phone etiquette and professional communication skills. Strong customer service skills and the ability to communicate effectively with clients and insurance carriers. Excellent organizational and time-management skills. Ability to multitask, prioritize responsibilities, and meet deadlines in a fast-paced office. Ability to work independently while also collaborating effectively with a team. Strong attention to detail and ability to identify missing or incomplete information. Ability to handle confidential client and financial information professionally. Previous experience as an Administrative Assistant, Producer Assistant, Personal Assistant, Office Assistant, Insurance Assistant , or similar role is a plus. AdGet smarter responses, upload files and images, and more.

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Job Type:

Full-time Pay:

$19.00 - $22.00 per hour

Benefits:

Relocation assistance

Work Location:

In person