Agency Support Assistant

Posted Yesterday
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Marcellus, NY, USA
In-Office
44K-47K
Entry level
Insurance • Professional Services • Financial Services
The Role
Provide administrative support for an insurance agency: process policies, endorsements, and documents; back up reception; handle mail and binder management; prepare client welcome packets; order MVRs; process loss control documents; enter loss runs into Loss Scan; and support cross-department projects and special initiatives.
Summary Generated by Built In

Description

About the Role

Reagan Companies is looking for an organized, detail-oriented Agency Support Assistant to join our administrative team. This role is essential to keeping our agency running efficiently by supporting multiple departments with document processing, administrative tasks, and day-to-day operational support.

If you enjoy staying organized, working behind the scenes to help a team succeed, and taking pride in accurate, high-quality work, this is an excellent opportunity to build a long-term career with a growing insurance brokerage.

No insurance experience is required—we're looking for someone who is dependable, eager to learn, and enjoys working in a fast-paced, collaborative environment.

What You'll Do

  • Process incoming insurance policies, endorsements, and agency documents within our management system. 
  • Serve as the primary backup for front desk reception. 
  • Assist with incoming and outgoing mail processing and document distribution. 
  • Manage the Commercial Lines binder process. 
  • Prepare client welcome packets. 
  • Order Motor Vehicle Reports (MVRs) for Commercial Lines. 
  • Process incoming Loss Control Recommendation documentation. 
  • Enter loss runs into Loss Scan software. 
  • Support special projects and administrative initiatives across multiple departments. 
  • Provide additional administrative support as assigned.

What Success Looks Like

  • You consistently produce accurate, detail-oriented work. 
  • You stay organized while balancing multiple priorities. 
  • You take initiative and look for ways to improve processes. 
  • You adapt quickly as priorities change. 
  • You communicate professionally with coworkers and agency partners. 
  • You enjoy supporting a team and helping others succeed. 

What We're Looking For

  • Associate's degree preferred; equivalent work experience will be considered. 
  • Strong attention to detail and organizational skills.      
  • Excellent written and verbal communication skills. 
  • Ability to prioritize work and adapt in a fast-paced environment. 
  • Strong computer and data entry skills. 
  • Positive attitude and willingness to learn. 
  • Dependable with excellent follow-through. 

This May Be a Good Fit If You

  • Enjoy organizing information and keeping processes running smoothly. 
  • Like supporting multiple people and departments. 
  • Take pride in accuracy and efficiency. 
  • Are dependable and enjoy working as part of a collaborative team. 
  • Want to build a long-term career with opportunities for growth and advancement. 

Why Join Reagan Companies?

At Reagan Companies, we believe our people are our greatest asset. We're proud to be recognized as a CNY Best Place to Work and are committed to creating an environment where employees are supported, valued, and encouraged to grow.

Our culture is built on Integrity, Accountability, and Transparency, and we invest in developing our employees through training, collaboration, and opportunities for advancement.

Location

This position is full-time and based in our Marcellus, NY office. This role is not eligible for hybrid or remote work.

How to Apply

Qualified candidates are encouraged to submit their resume for consideration. Reagan Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace for all employees.

Skills Required

  • Associate's degree preferred or equivalent work experience
  • Strong attention to detail and organizational skills
  • Excellent written and verbal communication skills
  • Ability to prioritize work and adapt in a fast-paced environment
  • Strong computer and data entry skills
  • Positive attitude and willingness to learn
  • Dependable with excellent follow-through
Am I A Good Fit?
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The Company
HQ: Marcellus, NY
Year Founded: 1929

What We Do

James P. Reagan Agency, Inc. is a fourth-generation, family-owned, independent insurance and risk management firm located in Marcellus, NY. They offer a comprehensive suite of insurance solutions, financial services, and investment management, working closely with clients to help them make informed decisions about protecting their business and future.

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